GVAG
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Great Valley Advisor Group’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Great Valley Advisor Group’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 		$350K Hold
6,000
– – 0.01% 819
2026
Q1 		$405K Hold
6,000
– – 0.01% 739
2025
Q4 		$523K Buy
+6,000
New +$599K 0.01% 611

Other funds holding BTCO

GD
Galaxy Digital New York $1.7B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FC
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cetera Investment Advisers
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

Great Valley Advisor Group's BTCO Position: Q2 2026 in Review

Great Valley Advisor Group held its Invesco Galaxy Bitcoin ETF (BTCO) position steady in Q2 2026 at 6,000 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #819.

Great Valley Advisor Group first reported a position in BTCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $523K in Q4 2025. 50 funds tracked by Wall St. Rank hold BTCO as of Q2 2026.

  • Great Valley Advisor Group held 6,000 shares of Invesco Galaxy Bitcoin ETF worth $350K as of Q2 2026.
  • Great Valley Advisor Group left its Invesco Galaxy Bitcoin ETF share count unchanged in Q2 2026.
  • Invesco Galaxy Bitcoin ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #819 holding.
  • Great Valley Advisor Group first reported a position in Invesco Galaxy Bitcoin ETF in Q4 2025 and has held it in 3 quarters since.
  • Great Valley Advisor Group's Invesco Galaxy Bitcoin ETF position peaked at $523K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.