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 Q2	–	Sell	-13,643	Closed	-$195K	–	1268
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

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FFA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CreativeOne Wealth's SATO Position: Q2 2026 in Review

CreativeOne Wealth sold out of Invesco Alerian Galaxy Crypto Economy ETF (SATO) in Q2 2026, closing a stake of 13,643 shares — an estimated $195K sold.

CreativeOne Wealth first reported a position in SATO in Q2 2025 and held it in 4 quarters. The position peaked at $359K in Q2 2025. 6 funds tracked by Wall St. Rank hold SATO as of Q2 2026.

CreativeOne Wealth reported no remaining Invesco Alerian Galaxy Crypto Economy ETF position as of Q2 2026 after selling out during the quarter.
CreativeOne Wealth sold 13,643 Invesco Alerian Galaxy Crypto Economy ETF shares in Q2 2026, an estimated $195K.
CreativeOne Wealth first reported a position in Invesco Alerian Galaxy Crypto Economy ETF in Q2 2025 and held it in 4 quarters.
CreativeOne Wealth's Invesco Alerian Galaxy Crypto Economy ETF position peaked at $359K in Q2 2025.
6 funds tracked by Wall St. Rank held Invesco Alerian Galaxy Crypto Economy ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.