Milestone Asset Management Group’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Milestone Asset Management Group’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	$344K	Sell	5,884 -41	-0.7%	-$2.93K	0.17%	105
2026 Q1	$400K	Sell	5,925 -331	-5%	-$25.2K	0.23%	85
2025 Q4	$545K	Sell	6,256 -57	-0.9%	-$5.69K	0.31%	69
2025 Q3	$720K	Hold	6,313	–	–	0.45%	59
2025 Q2	$679K	Buy	6,313 +1,601	+34%	+$158K	0.5%	54
2025 Q1	$387K	Hold	4,712	–	–	0.35%	66
2024 Q4	$440K	Buy	+4,712	New	+$391K	0.39%	62

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

Milestone Asset Management Group's BTCO Position: Q2 2026 in Review

Milestone Asset Management Group reduced its Invesco Galaxy Bitcoin ETF (BTCO) stake by 0.69% in Q2 2026, selling an estimated $2.93K and leaving 5,884 shares worth $344K. The position accounts for 0.17% of the portfolio, ranked #105.

Milestone Asset Management Group first reported a position in BTCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $720K in Q3 2025. 50 funds tracked by Wall St. Rank hold BTCO as of Q2 2026.

Milestone Asset Management Group held 5,884 shares of Invesco Galaxy Bitcoin ETF worth $344K as of Q2 2026.
Milestone Asset Management Group sold 41 Invesco Galaxy Bitcoin ETF shares in Q2 2026, an estimated $2.93K.
Invesco Galaxy Bitcoin ETF made up 0.17% of Milestone Asset Management Group's portfolio in Q2 2026, its #105 holding.
Milestone Asset Management Group first reported a position in Invesco Galaxy Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
Milestone Asset Management Group's Invesco Galaxy Bitcoin ETF position peaked at $720K in Q3 2025.
50 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.