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Compass Wealth Management’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Compass Wealth Management’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 		– Sell
-50
Closed -$4.11K – 188
2025
Q1 		$4.11K Hold
50
– – ﹤0.01% 387
2024
Q4 		$4.67K Buy
+50
New +$4.14K ﹤0.01% 367

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

Compass Wealth Management's BTCO Position: Q2 2025 in Review

Compass Wealth Management sold out of Invesco Galaxy Bitcoin ETF (BTCO) in Q2 2025, closing a stake of 50 shares — an estimated $4.11K sold.

Compass Wealth Management first reported a position in BTCO in Q4 2024 and held it in 2 quarters. The position peaked at $4.67K in Q4 2024. 57 funds tracked by Wall St. Rank hold BTCO as of Q2 2025.

  • Compass Wealth Management reported no remaining Invesco Galaxy Bitcoin ETF position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 50 Invesco Galaxy Bitcoin ETF shares in Q2 2025, an estimated $4.11K.
  • Compass Wealth Management first reported a position in Invesco Galaxy Bitcoin ETF in Q4 2024 and held it in 2 quarters.
  • Compass Wealth Management's Invesco Galaxy Bitcoin ETF position peaked at $4.67K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.