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AE Wealth Management’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

AE Wealth Management’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
2025
Q3 		– Sell
-4,384
Closed -$471K – 2292
2025
Q2 		$471K Buy
4,384
+829
+23% +$81.6K ﹤0.01% 942
2025
Q1 		$292K Sell
3,555
-1,227
-26% -$114K ﹤0.01% 1098
2024
Q4 		$446K Buy
+4,782
New +$396K ﹤0.01% 942

Other funds holding BTCO

GGI
Galaxy Group Investments New York $843M AUM 47.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return

AE Wealth Management's BTCO Position: Q3 2025 in Review

AE Wealth Management sold out of Invesco Galaxy Bitcoin ETF (BTCO) in Q3 2025, closing a stake of 4,384 shares — an estimated $471K sold.

AE Wealth Management first reported a position in BTCO in Q4 2024 and held it in 3 quarters. The position peaked at $471K in Q2 2025. 65 funds tracked by Wall St. Rank hold BTCO as of Q3 2025.

  • AE Wealth Management reported no remaining Invesco Galaxy Bitcoin ETF position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 4,384 Invesco Galaxy Bitcoin ETF shares in Q3 2025, an estimated $471K.
  • AE Wealth Management first reported a position in Invesco Galaxy Bitcoin ETF in Q4 2024 and held it in 3 quarters.
  • AE Wealth Management's Invesco Galaxy Bitcoin ETF position peaked at $471K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.