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
Q2 		– Sell
-46,051
Closed -$3.1M – 338
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 0.19% 127
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 $1.7B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FC
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cetera Investment Advisers
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

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

Arete Wealth Advisors sold out of Invesco Galaxy Bitcoin ETF (BTCO) in Q2 2026, closing a stake of 46,051 shares — an estimated $3.1M sold.

Arete Wealth Advisors first reported a position in BTCO in Q2 2024 and held it in 8 quarters. The position peaked at $3.1M in Q1 2026. 50 funds tracked by Wall St. Rank hold BTCO as of Q2 2026.

  • Arete Wealth Advisors reported no remaining Invesco Galaxy Bitcoin ETF position as of Q2 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 46,051 Invesco Galaxy Bitcoin ETF shares in Q2 2026, an estimated $3.1M.
  • Arete Wealth Advisors first reported a position in Invesco Galaxy Bitcoin ETF in Q2 2024 and held it in 8 quarters.
  • Arete Wealth Advisors's Invesco Galaxy Bitcoin ETF position peaked at $3.1M in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.