Position in BTQ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$306,960
+$154,904 QoQ
Shares Held
56,950
0.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 93 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTQ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $129,186,995 across 15 Software - Infrastructure names. BTQ ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
200,596 | $74,826,319 | |
| 2 | ORCL |
Oracle Corp
|
160,799 | $23,565,093 | |
| 3 | PANW |
Palo Alto Networks Inc
|
37,734 | $12,868,048 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
56,381 | $6,577,971 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
33,224 | $6,338,640 | |
| 6 | CRWV |
CoreWeave, Inc.
|
8,397 | $835,836 | |
| 7 | XYZ |
Block, Inc.
|
9,984 | $758,784 | |
| 8 | SNPS |
Synopsys Inc
|
1,614 | $719,956 |
All Filings in BTQ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,960 | 56,950 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $152,056 | 56,950 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $368,640 | 72,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $567,440 | 82,000 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||