Cambridge Investment Research Advisors’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Cambridge Investment Research 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	$330K	Buy	5,645 +307	+6%	+$21.9K	﹤0.01%	3124
2026 Q1	$360K	Sell	5,338 -1,263	-19%	-$96.1K	﹤0.01%	3111
2025 Q4	$575K	Sell	6,601 -408	-6%	-$40.7K	﹤0.01%	2584
2025 Q3	$799K	Buy	7,009 +14	+0.2%	+$1.6K	﹤0.01%	2235
2025 Q2	$752K	Sell	6,995 -293	-4%	-$28.8K	﹤0.01%	2178
2025 Q1	$599K	Sell	7,288 -365	-5%	-$33.9K	﹤0.01%	2260
2024 Q4	$714K	Sell	7,653 -45	-0.6%	-$3.73K	﹤0.01%	2143
2024 Q3	$489K	Buy	7,698 +1,283	+20%	+$78.2K	﹤0.01%	2436
2024 Q2	$383K	Buy	6,415 +530	+9%	+$34.7K	﹤0.01%	2507
2024 Q1	$418K	Buy	+5,885	New	+$322K	﹤0.01%	2430

Other funds holding BTCO

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Cambridge Investment Research Advisors's BTCO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco Galaxy Bitcoin ETF (BTCO) stake by 5.8% in Q2 2026, buying an estimated $21.9K and bringing the position to 5,645 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #3124.

Cambridge Investment Research Advisors first reported a position in BTCO in Q1 2024 and has held it in 10 quarters since. The position peaked at $799K in Q3 2025. 15 funds tracked by Wall St. Rank hold BTCO as of Q2 2026.

Cambridge Investment Research Advisors held 5,645 shares of Invesco Galaxy Bitcoin ETF worth $330K as of Q2 2026.
Cambridge Investment Research Advisors bought 307 Invesco Galaxy Bitcoin ETF shares in Q2 2026, an estimated $21.9K.
Invesco Galaxy Bitcoin ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3124 holding.
Cambridge Investment Research Advisors first reported a position in Invesco Galaxy Bitcoin ETF in Q1 2024 and has held it in 10 quarters since.
Cambridge Investment Research Advisors's Invesco Galaxy Bitcoin ETF position peaked at $799K in Q3 2025.
15 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.