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Valeo Financial Advisors’s Invesco Galaxy Bitcoin ETF BTCO Stock Holding History

Valeo Financial Advisors’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 		– Sell
-7,086
Closed -$618K – 775
2025
Q4 		$618K Hold
7,086
– – 0.01% 410
2025
Q3 		$808K Hold
7,086
– – 0.02% 350
2025
Q2 		$762K Hold
7,086
– – 0.02% 357
2025
Q1 		$583K Buy
+7,086
New +$659K 0.02% 374

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

Valeo Financial Advisors's BTCO Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Invesco Galaxy Bitcoin ETF (BTCO) in Q1 2026, closing a stake of 7,086 shares — an estimated $618K sold.

Valeo Financial Advisors first reported a position in BTCO in Q1 2025 and held it in 4 quarters. The position peaked at $808K in Q3 2025. 55 funds tracked by Wall St. Rank hold BTCO as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Invesco Galaxy Bitcoin ETF position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 7,086 Invesco Galaxy Bitcoin ETF shares in Q1 2026, an estimated $618K.
  • Valeo Financial Advisors first reported a position in Invesco Galaxy Bitcoin ETF in Q1 2025 and held it in 4 quarters.
  • Valeo Financial Advisors's Invesco Galaxy Bitcoin ETF position peaked at $808K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Invesco Galaxy Bitcoin ETF as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.