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Synergy Investment Management’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Synergy Investment Management’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 		$64.9K Buy
+962
New +$73.2K 0.02% 250
2025
Q2 		– Sell
-302
Closed -$24.8K – 133
2025
Q1 		$24.8K Hold
302
– – 0.01% 291
2024
Q4 		$28.2K Buy
+302
New +$25K 0.01% 291

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

Synergy Investment Management's BTCO Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Invesco Galaxy Bitcoin ETF (BTCO) in Q1 2026: 962 shares worth $64.9K. The stake represents 0.02% of the portfolio and ranks #250 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in BTCO as recently as Q1 2025.

Synergy Investment Management first reported a position in BTCO in Q4 2024 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold BTCO as of Q1 2026.

  • Synergy Investment Management held 962 shares of Invesco Galaxy Bitcoin ETF worth $64.9K as of Q1 2026.
  • Invesco Galaxy Bitcoin ETF was a new Synergy Investment Management position in Q1 2026.
  • Invesco Galaxy Bitcoin ETF made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #250 holding.
  • Synergy Investment Management first reported a position in Invesco Galaxy Bitcoin ETF in Q4 2024 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.