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Key Client Fiduciary Advisors’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Key Client Fiduciary 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 		$581K Sell
9,957
-15,104
-60% -$1.08M 0.17% 124
2026
Q1 		$1.69M Buy
25,061
+3,642
+17% +$277K 0.57% 43
2025
Q4 		$1.87M Buy
21,419
+18,407
+611% +$1.84M 0.64% 40
2025
Q3 		$343K Buy
3,012
+939
+45% +$107K 0.11% 152
2025
Q2 		$223K Buy
+2,073
New +$204K 0.09% 181

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

Key Client Fiduciary Advisors's BTCO Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Invesco Galaxy Bitcoin ETF (BTCO) stake by 60% in Q2 2026, selling an estimated $1.08M and leaving 9,957 shares worth $581K. The position accounts for 0.17% of the portfolio, ranked #124.

Key Client Fiduciary Advisors first reported a position in BTCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.87M in Q4 2025. 50 funds tracked by Wall St. Rank hold BTCO as of Q2 2026.

  • Key Client Fiduciary Advisors held 9,957 shares of Invesco Galaxy Bitcoin ETF worth $581K as of Q2 2026.
  • Key Client Fiduciary Advisors sold 15,104 Invesco Galaxy Bitcoin ETF shares in Q2 2026, an estimated $1.08M.
  • Invesco Galaxy Bitcoin ETF made up 0.17% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #124 holding.
  • Key Client Fiduciary Advisors first reported a position in Invesco Galaxy Bitcoin ETF in Q2 2025 and has held it in 5 quarters since.
  • Key Client Fiduciary Advisors's Invesco Galaxy Bitcoin ETF position peaked at $1.87M in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.