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Avantax Advisory Services’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Avantax Advisory Services’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
Q2 		$961K Buy
8,935
+181
+2% +$17.8K 0.01% 1195
2025
Q1 		$720K Buy
+8,754
New +$814K ﹤0.01% 1283

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avantax Advisory Services's BTCO Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco Galaxy Bitcoin ETF (BTCO) stake by 2.1% in Q2 2025, buying an estimated $17.8K and bringing the position to 8,935 shares worth $961K. The position accounts for 0.01% of the portfolio, ranked #1195.

Avantax Advisory Services first reported a position in BTCO in Q1 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold BTCO as of Q2 2025.

  • Avantax Advisory Services held 8,935 shares of Invesco Galaxy Bitcoin ETF worth $961K as of Q2 2025.
  • Avantax Advisory Services bought 181 Invesco Galaxy Bitcoin ETF shares in Q2 2025, an estimated $17.8K.
  • Invesco Galaxy Bitcoin ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1195 holding.
  • Avantax Advisory Services first reported a position in Invesco Galaxy Bitcoin ETF in Q1 2025 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.