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Clearstead Advisors’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Clearstead 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
Q1 		$67.5K Buy
1,000
+500
+100% +$38K ﹤0.01% 1228
2025
Q4 		$43.6K Hold
500
– – ﹤0.01% 1460
2025
Q3 		$57K Hold
500
– – ﹤0.01% 1240
2025
Q2 		$53.8K Buy
+500
New +$49.2K ﹤0.01% 1268

Other funds holding BTCO

GD
Galaxy Digital New York $1.16B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clearstead Advisors's BTCO Position: Q1 2026 in Review

Clearstead Advisors increased its Invesco Galaxy Bitcoin ETF (BTCO) stake by 100% in Q1 2026, buying an estimated $38K and bringing the position to 1,000 shares worth $67.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Clearstead Advisors first reported a position in BTCO in Q2 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold BTCO as of Q1 2026.

  • Clearstead Advisors held 1,000 shares of Invesco Galaxy Bitcoin ETF worth $67.5K as of Q1 2026.
  • Clearstead Advisors bought 500 Invesco Galaxy Bitcoin ETF shares in Q1 2026, an estimated $38K.
  • Invesco Galaxy Bitcoin ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1228 holding.
  • Clearstead Advisors first reported a position in Invesco Galaxy Bitcoin ETF in Q2 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.