VWM
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Venturi Wealth Management’s Global X Blockchain ETF BKCH Stock Holding History

Venturi Wealth Management’s Portfolio BKCH Stock Details BKCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$659K Hold
8,807
– – 0.03% 318
2026
Q1 		$492K Hold
8,807
– – 0.02% 354
2025
Q4 		$563K Hold
8,807
– – 0.03% 312
2025
Q3 		$760K Buy
+8,807
New +$568K 0.04% 245

Other funds holding BKCH

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Venturi Wealth Management's BKCH Position: Q2 2026 in Review

Venturi Wealth Management held its Global X Blockchain ETF (BKCH) position steady in Q2 2026 at 8,807 shares worth $659K. The position accounts for 0.03% of the portfolio, ranked #318.

Venturi Wealth Management first reported a position in BKCH in Q3 2025 and has held it in 4 quarters since. The position peaked at $760K in Q3 2025. 23 funds tracked by Wall St. Rank hold BKCH as of Q2 2026.

  • Venturi Wealth Management held 8,807 shares of Global X Blockchain ETF worth $659K as of Q2 2026.
  • Venturi Wealth Management left its Global X Blockchain ETF share count unchanged in Q2 2026.
  • Global X Blockchain ETF made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Venturi Wealth Management first reported a position in Global X Blockchain ETF in Q3 2025 and has held it in 4 quarters since.
  • Venturi Wealth Management's Global X Blockchain ETF position peaked at $760K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Global X Blockchain ETF as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.