LPL Financial
BTCO icon

LPL Financial’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

LPL Financial’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 		$5.44M Sell
93,104
-754
-0.8% -$53.9K ﹤0.01% 2718
2026
Q1 		$6.33M Buy
93,858
+11,547
+14% +$878K ﹤0.01% 2417
2025
Q4 		$7.18M Buy
82,311
+5,865
+8% +$585K ﹤0.01% 2229
2025
Q3 		$8.72M Buy
76,446
+20,952
+38% +$2.39M ﹤0.01% 2000
2025
Q2 		$5.97M Buy
55,494
+13,704
+33% +$1.35M ﹤0.01% 2170
2025
Q1 		$3.44M Buy
41,790
+26,375
+171% +$2.45M ﹤0.01% 2448
2024
Q4 		$1.44M Buy
15,415
+7,971
+107% +$661K ﹤0.01% 3178
2024
Q3 		$473K Buy
+7,444
New +$454K ﹤0.01% 4039

Other funds holding BTCO

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $135M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial's BTCO Position: Q2 2026 in Review

LPL Financial reduced its Invesco Galaxy Bitcoin ETF (BTCO) stake by 0.8% in Q2 2026, selling an estimated $53.9K and leaving 93,104 shares worth $5.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

LPL Financial first reported a position in BTCO in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.72M in Q3 2025. 24 funds tracked by Wall St. Rank hold BTCO as of Q2 2026.

  • LPL Financial held 93,104 shares of Invesco Galaxy Bitcoin ETF worth $5.44M as of Q2 2026.
  • LPL Financial sold 754 Invesco Galaxy Bitcoin ETF shares in Q2 2026, an estimated $53.9K.
  • Invesco Galaxy Bitcoin ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2718 holding.
  • LPL Financial first reported a position in Invesco Galaxy Bitcoin ETF in Q3 2024 and has held it in 8 quarters since.
  • LPL Financial's Invesco Galaxy Bitcoin ETF position peaked at $8.72M in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.