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 Q2	–	Sell	-632	Closed	-$9.03K	–	589
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

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FFA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighMark Wealth Management's SATO Position: Q2 2026 in Review

HighMark Wealth Management sold out of Invesco Alerian Galaxy Crypto Economy ETF (SATO) in Q2 2026, closing a stake of 632 shares — an estimated $9.03K sold.

HighMark Wealth Management first reported a position in SATO in Q4 2023 and held it in 10 quarters. The position peaked at $23.8K in Q3 2025. 6 funds tracked by Wall St. Rank hold SATO as of Q2 2026.

HighMark Wealth Management reported no remaining Invesco Alerian Galaxy Crypto Economy ETF position as of Q2 2026 after selling out during the quarter.
HighMark Wealth Management sold 632 Invesco Alerian Galaxy Crypto Economy ETF shares in Q2 2026, an estimated $9.03K.
HighMark Wealth Management first reported a position in Invesco Alerian Galaxy Crypto Economy ETF in Q4 2023 and held it in 10 quarters.
HighMark Wealth Management's Invesco Alerian Galaxy Crypto Economy ETF position peaked at $23.8K in Q3 2025.
6 funds tracked by Wall St. Rank held Invesco Alerian Galaxy Crypto Economy ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.