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 Q2	–	Sell	-520	Closed	-$55.9K	–	868
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

Galaxy Digital New York $1.7B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Kelleher Financial Advisors's BTCO Position: Q2 2026 in Review

Kelleher Financial Advisors sold out of Invesco Galaxy Bitcoin ETF (BTCO) in Q2 2026, closing a stake of 520 shares — an estimated $55.9K sold.

Kelleher Financial Advisors first reported a position in BTCO in Q3 2025 and held it in 3 quarters. The position peaked at $59.3K in Q3 2025. 50 funds tracked by Wall St. Rank hold BTCO as of Q2 2026.

Kelleher Financial Advisors reported no remaining Invesco Galaxy Bitcoin ETF position as of Q2 2026 after selling out during the quarter.
Kelleher Financial Advisors sold 520 Invesco Galaxy Bitcoin ETF shares in Q2 2026, an estimated $55.9K.
Kelleher Financial Advisors first reported a position in Invesco Galaxy Bitcoin ETF in Q3 2025 and held it in 3 quarters.
Kelleher Financial Advisors's Invesco Galaxy Bitcoin ETF position peaked at $59.3K in Q3 2025.
50 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.