GI
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Gradient Investments’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Gradient Investments’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 		– Sell
-466,647
Closed -$31.5M – 452
2026
Q1 		$31.5M Buy
466,647
+51,479
+12% +$3.92M 0.49% 64
2025
Q4 		$36.2M Buy
+415,168
New +$41.4M 0.57% 56
2024
Q3 		– Sell
-92
Closed -$5.5K – 433
2024
Q2 		$5.5K Buy
92
+70
+318% +$4.59K ﹤0.01% 843
2024
Q1 		$1.56K Buy
+22
New +$1.2K ﹤0.01% 853

Other funds holding BTCO

KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Gradient Investments's BTCO Position: Q2 2026 in Review

Gradient Investments sold out of Invesco Galaxy Bitcoin ETF (BTCO) in Q2 2026, closing a stake of 466,647 shares — an estimated $31.5M sold.

Gradient Investments first reported a position in BTCO in Q1 2024 and held it in 4 quarters. The position peaked at $36.2M in Q4 2025. 6 funds tracked by Wall St. Rank hold BTCO as of Q2 2026.

  • Gradient Investments reported no remaining Invesco Galaxy Bitcoin ETF position as of Q2 2026 after selling out during the quarter.
  • Gradient Investments sold 466,647 Invesco Galaxy Bitcoin ETF shares in Q2 2026, an estimated $31.5M.
  • Gradient Investments first reported a position in Invesco Galaxy Bitcoin ETF in Q1 2024 and held it in 4 quarters.
  • Gradient Investments's Invesco Galaxy Bitcoin ETF position peaked at $36.2M in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.