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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
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

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

Milestone Asset Management Group's BTCO Position: Q1 2026 in Review

Milestone Asset Management Group reduced its Invesco Galaxy Bitcoin ETF (BTCO) stake by 5.3% in Q1 2026, selling an estimated $25.2K and leaving 5,925 shares worth $400K. The position accounts for 0.23% of the portfolio, ranked #85.

Milestone Asset Management Group first reported a position in BTCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $720K in Q3 2025. 55 funds tracked by Wall St. Rank hold BTCO as of Q1 2026.

  • Milestone Asset Management Group held 5,925 shares of Invesco Galaxy Bitcoin ETF worth $400K as of Q1 2026.
  • Milestone Asset Management Group sold 331 Invesco Galaxy Bitcoin ETF shares in Q1 2026, an estimated $25.2K.
  • Invesco Galaxy Bitcoin ETF made up 0.23% of Milestone Asset Management Group's portfolio in Q1 2026, its #85 holding.
  • Milestone Asset Management Group first reported a position in Invesco Galaxy Bitcoin ETF in Q4 2024 and has held it in 6 quarters since.
  • Milestone Asset Management Group's Invesco Galaxy Bitcoin ETF position peaked at $720K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.