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	0.13%	165
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

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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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. 49 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.
49 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.