CreativeOne Wealth’s Invesco Alerian Galaxy Crypto Economy ETF SATO Stock Holding History

CreativeOne Wealth’s Portfolio SATO Stock Details SATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$195K	Buy	13,643 +10	+0.1%	+$171	﹤0.01%	1133
2025 Q4	$242K	Buy	13,633 +2,210	+19%	+$52.8K	0.01%	1048
2025 Q3	$300K	Sell	11,423 -7,518	-40%	-$165K	0.01%	949
2025 Q2	$359K	Buy	+18,941	New	+$310K	0.01%	861

Other funds holding SATO

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWM

HighMark Wealth Management St. Paul, Minnesota $246M AUM 35.95% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CreativeOne Wealth's SATO Position: Q1 2026 in Review

CreativeOne Wealth increased its Invesco Alerian Galaxy Crypto Economy ETF (SATO) stake by 0.07% in Q1 2026, buying an estimated $171 and bringing the position to 13,643 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

CreativeOne Wealth first reported a position in SATO in Q2 2025 and has held it in 4 quarters since. The position peaked at $359K in Q2 2025. 7 funds tracked by Wall St. Rank hold SATO as of Q1 2026.

CreativeOne Wealth held 13,643 shares of Invesco Alerian Galaxy Crypto Economy ETF worth $195K as of Q1 2026.
CreativeOne Wealth bought 10 Invesco Alerian Galaxy Crypto Economy ETF shares in Q1 2026, an estimated $171.
Invesco Alerian Galaxy Crypto Economy ETF made up ﹤0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1133 holding.
CreativeOne Wealth first reported a position in Invesco Alerian Galaxy Crypto Economy ETF in Q2 2025 and has held it in 4 quarters since.
CreativeOne Wealth's Invesco Alerian Galaxy Crypto Economy ETF position peaked at $359K in Q2 2025.
7 funds tracked by Wall St. Rank held Invesco Alerian Galaxy Crypto Economy ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.