HighMark Wealth Management’s Invesco Alerian Galaxy Crypto Economy ETF SATO Stock Holding History

HighMark Wealth Management’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 Q1	$9.03K	Buy	632 +1	+0.2%	+$17	﹤0.01%	304
2025 Q4	$11.2K	Sell	631 -275	-30%	-$6.57K	﹤0.01%	300
2025 Q3	$23.8K	Buy	906 +7	+0.8%	+$153	0.01%	217
2025 Q2	$17K	Buy	899 +10	+1%	+$164	0.01%	249
2025 Q1	$12.2K	Buy	889 +18	+2%	+$329	0.01%	254
2024 Q4	$16.5K	Buy	871 +100	+13%	+$2.01K	0.01%	223
2024 Q3	$12K	Sell	771 -515	-40%	-$7.91K	0.01%	265
2024 Q2	$20.5K	Buy	1,286 +6	+0.5%	+$84	0.01%	201
2024 Q1	$19.1K	Buy	1,280 +11	+0.9%	+$143	0.01%	200
2023 Q4	$17.8K	Buy	+1,269	New	+$12.3K	0.01%	202

Other funds holding SATO

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFA

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighMark Wealth Management's SATO Position: Q1 2026 in Review

HighMark Wealth Management increased its Invesco Alerian Galaxy Crypto Economy ETF (SATO) stake by 0.16% in Q1 2026, buying an estimated $17 and bringing the position to 632 shares worth $9.03K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

HighMark Wealth Management first reported a position in SATO in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.8K in Q3 2025. 7 funds tracked by Wall St. Rank hold SATO as of Q1 2026.

HighMark Wealth Management held 632 shares of Invesco Alerian Galaxy Crypto Economy ETF worth $9.03K as of Q1 2026.
HighMark Wealth Management bought 1 Invesco Alerian Galaxy Crypto Economy ETF share in Q1 2026, an estimated $17.
Invesco Alerian Galaxy Crypto Economy ETF made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #304 holding.
HighMark Wealth Management first reported a position in Invesco Alerian Galaxy Crypto Economy ETF in Q4 2023 and has held it in 10 quarters since.
HighMark Wealth Management's Invesco Alerian Galaxy Crypto Economy ETF position peaked at $23.8K in Q3 2025.
7 funds tracked by Wall St. Rank held Invesco Alerian Galaxy Crypto Economy ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.