WWMSC
XBTF

Wagner Wealth Management (South Carolina)’s VanEck Bitcoin Strategy ETF XBTF Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio XBTF Stock Details XBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-526
Closed -$10K – 726
2022
Q3 		$10K Hold
526
– – 0.01% 430
2022
Q2 		$10K Buy
+526
New +$16.6K 0.01% 445
2022
Q1 		– Sell
-526
Closed -$25K – 688
2021
Q4 		$25K Buy
+526
New +$27.2K 0.02% 366

Other funds holding XBTF

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s XBTF Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of VanEck Bitcoin Strategy ETF (XBTF) in Q4 2022, closing a stake of 526 shares — an estimated $10K sold.

Wagner Wealth Management (South Carolina) first reported a position in XBTF in Q4 2021 and held it in 3 quarters. The position peaked at $25K in Q4 2021. 8 funds tracked by Wall St. Rank hold XBTF as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining VanEck Bitcoin Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 526 VanEck Bitcoin Strategy ETF shares in Q4 2022, an estimated $10K.
  • Wagner Wealth Management (South Carolina) first reported a position in VanEck Bitcoin Strategy ETF in Q4 2021 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s VanEck Bitcoin Strategy ETF position peaked at $25K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held VanEck Bitcoin Strategy ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.