Tolleson Wealth Management, Inc.
Position in BTCO — Invesco Galaxy Bitcoin ETF
CIK 1772937
DALLAS, TX
Position in BTCO
as of Mar 31, 2026
· filed Jul 28, 2026
Position Value
$1,452,629
+$316,804 QoQ
Shares Held
21,530
+65.2% QoQ
Ownership
0.319%
of shares outstanding
% of Portfolio
3.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTCO Over Time
Shares Held
Position Value (USD)
All Filings in BTCO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,452,629 | 21,530 | Shares | Defined | 2026-07-28 | |
| 2025-12-31 | $1,135,825 | 13,030 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,485,550 | 13,030 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,401,115 | 13,030 | Shares | Defined | 2025-08-28 | |
| 2025-03-31 | $1,151,080 | 14,000 | Shares | Defined | 2025-08-28 | |
| No filing history on record for this holder in this stock. | ||||||