TWM
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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
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

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GI
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return