BTCO β€” INVESCO GALAXY BITCOIN ETF

Ownership history in Fermata Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Fermata Advisors, LLC reported INVESCO GALAXY BITCOIN ETF (BTCO) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.09% in 2025 Q2. The latest visible filing shows BTCO at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BTCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fermata Advisors, LLC's position in INVESCO GALAXY BITCOIN ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BTCO was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fermata Advisors, LLC held BTCO β€” position size vs. price
% of Fund (quarterly)    BTCO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,168 -28 -0.9% 0.09% $361K 2025-10-09 $120.66
2025 Q2 REDUCED 3,196 -22 -0.7% 0.09% $344K 2025-07-09 $111.62
2025 Q1 ADDED 3,218 +275 +9.3% 0.05% $265K 2025-04-10 $79.40
2024 Q4 REDUCED 2,943 -806 -21.5% 0.05% $275K 2025-01-15 $99.48
2024 Q3 INITIATED 3,749 β€” β€” 0.05% $238K 2024-10-09 $61.00

🏒 Other funds also holding BTCO

As of 2026 Q1 β€” sorted by position size

SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About Fermata Advisors, LLC and BTCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fermata Advisors, LLC reported owning BTCO?

Fermata Advisors, LLC reported BTCO across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported BTCO position in Fermata Advisors, LLC's portfolio?

The largest reported portfolio weight for BTCO was 0.09% in 2025 Q2.

What is the latest reported BTCO position on this page?

The most recent filing on this page is 2025 Q3, when Fermata Advisors, LLC reported 3,168 shares, equal to 0.09% of portfolio, with an estimated market value of $361K.

What does the chart on this BTCO ownership page compare?

The chart compares Fermata Advisors, LLC's quarterly BTCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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