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

Fermata 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
2025
Q4 		– Sell
-3,168
Closed -$361K – 219
2025
Q3 		$361K Sell
3,168
-28
-0.9% -$3.2K 0.09% 151
2025
Q2 		$344K Sell
3,196
-22
-0.7% -$2.17K 0.09% 166
2025
Q1 		$265K Buy
3,218
+275
+9% +$25.6K 0.05% 235
2024
Q4 		$275K Sell
2,943
-806
-21% -$66.8K 0.05% 214
2024
Q3 		$238K Buy
+3,749
New +$229K 0.05% 214

Other funds holding BTCO

GGI
Galaxy Group Investments New York $843M AUM 47.48% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Fermata Advisors's BTCO Position: Q4 2025 in Review

Fermata Advisors sold out of Invesco Galaxy Bitcoin ETF (BTCO) in Q4 2025, closing a stake of 3,168 shares — an estimated $361K sold.

Fermata Advisors first reported a position in BTCO in Q3 2024 and held it in 5 quarters. The position peaked at $361K in Q3 2025. 65 funds tracked by Wall St. Rank hold BTCO as of Q4 2025.

  • Fermata Advisors reported no remaining Invesco Galaxy Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Fermata Advisors sold 3,168 Invesco Galaxy Bitcoin ETF shares in Q4 2025, an estimated $361K.
  • Fermata Advisors first reported a position in Invesco Galaxy Bitcoin ETF in Q3 2024 and held it in 5 quarters.
  • Fermata Advisors's Invesco Galaxy Bitcoin ETF position peaked at $361K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q4 2025.

Based on Fermata Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.