Envestnet Asset Management’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Envestnet Asset 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
2026 Q2	$477K	Buy	8,164 +681	+9%	+$48.6K	﹤0.01%	4114
2026 Q1	$505K	Sell	7,483 -21,904	-75%	-$1.67M	﹤0.01%	3931
2025 Q4	$2.56M	Buy	29,387 +8,506	+41%	+$849K	﹤0.01%	2651
2025 Q3	$2.38M	Sell	20,881 -1,870	-8%	-$214K	﹤0.01%	2772
2025 Q2	$2.45M	Buy	22,751 +6,364	+39%	+$626K	﹤0.01%	2690
2025 Q1	$1.35M	Buy	16,387 +296	+2%	+$27.5K	﹤0.01%	2992
2024 Q4	$1.5M	Buy	+16,091	New	+$1.33M	﹤0.01%	2883

Other funds holding BTCO

Galaxy Digital New York $1.7B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Envestnet Asset Management's BTCO Position: Q2 2026 in Review

Envestnet Asset Management increased its Invesco Galaxy Bitcoin ETF (BTCO) stake by 9.1% in Q2 2026, buying an estimated $48.6K and bringing the position to 8,164 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #4114.

Envestnet Asset Management first reported a position in BTCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.56M in Q4 2025. 50 funds tracked by Wall St. Rank hold BTCO as of Q2 2026.

Envestnet Asset Management held 8,164 shares of Invesco Galaxy Bitcoin ETF worth $477K as of Q2 2026.
Envestnet Asset Management bought 681 Invesco Galaxy Bitcoin ETF shares in Q2 2026, an estimated $48.6K.
Invesco Galaxy Bitcoin ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4114 holding.
Envestnet Asset Management first reported a position in Invesco Galaxy Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
Envestnet Asset Management's Invesco Galaxy Bitcoin ETF position peaked at $2.56M in Q4 2025.
50 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.