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Kelleher Financial Advisors’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Kelleher Financial 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
2026
Q1 		$55.9K Hold
520
– – 0.01% 361
2025
Q4 		$45.3K Hold
520
– – 0.01% 414
2025
Q3 		$59.3K Buy
+520
New +$59.4K 0.01% 326

Other funds holding BTCO

GD
Galaxy Digital New York $1.16B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kelleher Financial Advisors's BTCO Position: Q1 2026 in Review

Kelleher Financial Advisors held its Invesco Galaxy Bitcoin ETF (BTCO) position steady in Q1 2026 at 520 shares worth $55.9K. The position accounts for 0.01% of the portfolio, ranked #361.

Kelleher Financial Advisors first reported a position in BTCO in Q3 2025 and has held it in 3 quarters since. The position peaked at $59.3K in Q3 2025. 55 funds tracked by Wall St. Rank hold BTCO as of Q1 2026.

  • Kelleher Financial Advisors held 520 shares of Invesco Galaxy Bitcoin ETF worth $55.9K as of Q1 2026.
  • Kelleher Financial Advisors left its Invesco Galaxy Bitcoin ETF share count unchanged in Q1 2026.
  • Invesco Galaxy Bitcoin ETF made up 0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #361 holding.
  • Kelleher Financial Advisors first reported a position in Invesco Galaxy Bitcoin ETF in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Invesco Galaxy Bitcoin ETF position peaked at $59.3K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.