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Valeo Financial Advisors’s CoinShares Bitcoin Mining and Digital Power ETF WGMI Stock Holding History

Valeo Financial Advisors’s Portfolio WGMI Stock Details WGMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30,000
Closed -$682K – 887
2025
Q2 		$682K Buy
+30,000
New +$488K 0.02% 380

Other funds holding WGMI

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PAG
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MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Valeo Financial Advisors's WGMI Position: Q3 2025 in Review

Valeo Financial Advisors sold out of CoinShares Bitcoin Mining and Digital Power ETF (WGMI) in Q3 2025, closing a stake of 30,000 shares — an estimated $682K sold.

Valeo Financial Advisors first reported a position in WGMI in Q2 2025 and held it in 1 quarter. The position peaked at $682K in Q2 2025. 48 funds tracked by Wall St. Rank hold WGMI as of Q3 2025.

  • Valeo Financial Advisors reported no remaining CoinShares Bitcoin Mining and Digital Power ETF position as of Q3 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 30,000 CoinShares Bitcoin Mining and Digital Power ETF shares in Q3 2025, an estimated $682K.
  • Valeo Financial Advisors first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q2 2025 and held it in 1 quarter.
  • Valeo Financial Advisors's CoinShares Bitcoin Mining and Digital Power ETF position peaked at $682K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.