Position in BTQ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$152,056
-$216,584 QoQ
Shares Held
56,950
-20.9% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BTQ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026INSIGNEO ADVISORY SERVICES, LLC holds $55,841,094 across 11 Software - Infrastructure names. BTQ ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
106,030 | $39,249,125 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
47,268 | $6,914,363 | |
| 3 | ORCL |
Oracle Corp
|
24,153 | $3,553,147 | |
| 4 | PANW |
Palo Alto Networks Inc
|
16,079 | $2,577,785 | |
| 5 | XYZ |
Block, Inc.
|
22,254 | $1,339,245 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
7,119 | $694,832 | |
| 7 | CRWV |
CoreWeave, Inc.
|
5,284 | $409,351 | |
| 8 | SNPS |
Synopsys Inc
|
1,001 | $396,876 |
All Filings in BTQ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||