Carson Wealth (CWM LLC)
BTCO icon

Carson Wealth (CWM LLC)’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Carson Wealth (CWM LLC)’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 		$54.9K Hold
813
– – ﹤0.01% 3751
2025
Q4 		$71K Hold
813
– – ﹤0.01% 3336
2025
Q3 		$93K Buy
813
+511
+169% +$58.4K ﹤0.01% 3038
2025
Q2 		$32K Hold
302
– – ﹤0.01% 3605
2025
Q1 		$25K Buy
302
+300
+15,000% +$27.9K ﹤0.01% 3506
2024
Q4 		$0 Hold
2
– – ﹤0.01% 4916
2024
Q3 		$0 Buy
+2
New +$122 ﹤0.01% 4843

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BTCO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco Galaxy Bitcoin ETF (BTCO) position steady in Q1 2026 at 813 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3751.

Carson Wealth (CWM LLC) first reported a position in BTCO in Q3 2024 and has held it in 7 quarters since. The position peaked at $93K in Q3 2025. 56 funds tracked by Wall St. Rank hold BTCO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 813 shares of Invesco Galaxy Bitcoin ETF worth $54.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco Galaxy Bitcoin ETF share count unchanged in Q1 2026.
  • Invesco Galaxy Bitcoin ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3751 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Galaxy Bitcoin ETF in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco Galaxy Bitcoin ETF position peaked at $93K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.