NewEdge Advisors’s Invesco Alerian Galaxy Crypto Economy ETF SATO Stock Holding History

NewEdge Advisors’s Portfolio SATO Stock Details SATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,337	Closed	-$161K	–	4013
2024 Q3	$161K	Buy	+10,337	New	+$159K	﹤0.01%	2051
2024 Q2	–	Sell	-13,065	Closed	-$195K	–	3981
2024 Q1	$195K	Buy	+13,065	New	+$170K	﹤0.01%	1851

Other funds holding SATO

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

HWM

HighMark Wealth Management St. Paul, Minnesota $246M AUM 35.95% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors's SATO Position: Q4 2024 in Review

NewEdge Advisors sold out of Invesco Alerian Galaxy Crypto Economy ETF (SATO) in Q4 2024, closing a stake of 10,337 shares — an estimated $161K sold.

NewEdge Advisors first reported a position in SATO in Q1 2024 and held it in 2 quarters. The position peaked at $195K in Q1 2024. 7 funds tracked by Wall St. Rank hold SATO as of Q4 2024.

NewEdge Advisors reported no remaining Invesco Alerian Galaxy Crypto Economy ETF position as of Q4 2024 after selling out during the quarter.
NewEdge Advisors sold 10,337 Invesco Alerian Galaxy Crypto Economy ETF shares in Q4 2024, an estimated $161K.
NewEdge Advisors first reported a position in Invesco Alerian Galaxy Crypto Economy ETF in Q1 2024 and held it in 2 quarters.
NewEdge Advisors's Invesco Alerian Galaxy Crypto Economy ETF position peaked at $195K in Q1 2024.
7 funds tracked by Wall St. Rank held Invesco Alerian Galaxy Crypto Economy ETF as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.