A4 Wealth Advisors’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

A4 Wealth Advisors’s Portfolio BTCO Stock Details BTCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,167	Closed	-$214K	–	95
2026 Q1	$214K	Sell	3,167 -1,252	-28%	-$95.2K	0.17%	92
2025 Q4	$385K	Buy	+4,419	New	+$441K	0.33%	60

Other funds holding BTCO

Galaxy Digital New York $1.7B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

A4 Wealth Advisors's BTCO Position: Q2 2026 in Review

A4 Wealth Advisors sold out of Invesco Galaxy Bitcoin ETF (BTCO) in Q2 2026, closing a stake of 3,167 shares — an estimated $214K sold.

A4 Wealth Advisors first reported a position in BTCO in Q4 2025 and held it in 2 quarters. The position peaked at $385K in Q4 2025. 50 funds tracked by Wall St. Rank hold BTCO as of Q2 2026.

A4 Wealth Advisors reported no remaining Invesco Galaxy Bitcoin ETF position as of Q2 2026 after selling out during the quarter.
A4 Wealth Advisors sold 3,167 Invesco Galaxy Bitcoin ETF shares in Q2 2026, an estimated $214K.
A4 Wealth Advisors first reported a position in Invesco Galaxy Bitcoin ETF in Q4 2025 and held it in 2 quarters.
A4 Wealth Advisors's Invesco Galaxy Bitcoin ETF position peaked at $385K in Q4 2025.
50 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.