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Tolleson Wealth Management’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Tolleson Wealth 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
Q2 		$1.26M Hold
21,530
– – 0.17% 40
2026
Q1 		$1.45M Buy
21,530
+8,500
+65% +$647K 0.21% 39
2025
Q4 		$1.14M Hold
13,030
– – 0.16% 41
2025
Q3 		$1.49M Hold
13,030
– – 0.23% 38
2025
Q2 		$1.4M Sell
13,030
-970
-7% -$95.5K 0.24% 38
2025
Q1 		$1.15M Buy
+14,000
New +$1.3M 0.22% 39

Other funds holding BTCO

GD
Galaxy Digital New York $1.7B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FC
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Tolleson Wealth Management's BTCO Position: Q2 2026 in Review

Tolleson Wealth Management held its Invesco Galaxy Bitcoin ETF (BTCO) position steady in Q2 2026 at 21,530 shares worth $1.26M. The position accounts for 0.17% of the portfolio, ranked #40.

Tolleson Wealth Management first reported a position in BTCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.49M in Q3 2025. 50 funds tracked by Wall St. Rank hold BTCO as of Q2 2026.

  • Tolleson Wealth Management held 21,530 shares of Invesco Galaxy Bitcoin ETF worth $1.26M as of Q2 2026.
  • Tolleson Wealth Management left its Invesco Galaxy Bitcoin ETF share count unchanged in Q2 2026.
  • Invesco Galaxy Bitcoin ETF made up 0.17% of Tolleson Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Tolleson Wealth Management first reported a position in Invesco Galaxy Bitcoin ETF in Q1 2025 and has held it in 6 quarters since.
  • Tolleson Wealth Management's Invesco Galaxy Bitcoin ETF position peaked at $1.49M in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.