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

Arete 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
Q1 		$3.1M Buy
46,051
+15,404
+50% +$1.17M 0.23% 104
2025
Q4 		$2.67M Buy
30,647
+15,014
+96% +$1.5M 0.16% 132
2025
Q3 		$1.78M Sell
15,633
-8,284
-35% -$946K 0.11% 187
2025
Q2 		$2.57M Sell
23,917
-4,465
-16% -$439K 0.18% 116
2025
Q1 		$2.33M Buy
28,382
+2,063
+8% +$192K 0.18% 120
2024
Q4 		$2.47M Buy
26,319
+2,138
+9% +$177K 0.18% 121
2024
Q3 		$1.53M Buy
24,181
+12,937
+115% +$789K 0.13% 159
2024
Q2 		$678K Buy
+11,244
New +$737K 0.06% 323

Other funds holding BTCO

GD
Galaxy Digital New York $1.16B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arete Wealth Advisors's BTCO Position: Q1 2026 in Review

Arete Wealth Advisors increased its Invesco Galaxy Bitcoin ETF (BTCO) stake by 50% in Q1 2026, buying an estimated $1.17M and bringing the position to 46,051 shares worth $3.1M. The position accounts for 0.23% of the portfolio, ranked #104.

Arete Wealth Advisors first reported a position in BTCO in Q2 2024 and has held it in 8 quarters since. 55 funds tracked by Wall St. Rank hold BTCO as of Q1 2026.

  • Arete Wealth Advisors held 46,051 shares of Invesco Galaxy Bitcoin ETF worth $3.1M as of Q1 2026.
  • Arete Wealth Advisors bought 15,404 Invesco Galaxy Bitcoin ETF shares in Q1 2026, an estimated $1.17M.
  • Invesco Galaxy Bitcoin ETF made up 0.23% of Arete Wealth Advisors's portfolio in Q1 2026, its #104 holding.
  • Arete Wealth Advisors first reported a position in Invesco Galaxy Bitcoin ETF in Q2 2024 and has held it in 8 quarters since.
  • 55 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.