Action Point Financial Planning’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Action Point Financial Planning’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	$59.6K	Buy	+1,020	New	+$72.9K	0.01%	758

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

Action Point Financial Planning's BTCO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco Galaxy Bitcoin ETF (BTCO) in Q2 2026: 1,020 shares worth $59.6K. The stake represents 0.01% of the portfolio and ranks #758 among its holdings.

50 funds tracked by Wall St. Rank hold BTCO as of Q2 2026.

Action Point Financial Planning held 1,020 shares of Invesco Galaxy Bitcoin ETF worth $59.6K as of Q2 2026.
Invesco Galaxy Bitcoin ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco Galaxy Bitcoin ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #758 holding.
50 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.