Creative Planning
ABTC

Creative Planning’s American Bitcoin Corp ABTC Stock Holding History

Creative Planning’s Portfolio ABTC Stock Details ABTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.1K Sell
2,159
-67
-3% -$1.02K ﹤0.01% 4186
2026
Q1 		$30.9K Buy
2,226
+712
+47% +$13.7K ﹤0.01% 4025
2025
Q4 		$38.6K Buy
+1,514
New +$94.6K ﹤0.01% 3820
2024
Q4 		– Sell
-720
Closed -$36.8K – 3686
2024
Q3 		$36.8K Hold
720
– – ﹤0.01% 3118
2024
Q2 		$64.3K Hold
720
– – ﹤0.01% 2904
2024
Q1 		$80.5K Buy
+720
New +$218K ﹤0.01% 2734
2022
Q4 		– Sell
-2
Closed -$7K – 2629
2022
Q3 		$7K Hold
2
– – ﹤0.01% 2250
2022
Q2 		$10K Hold
2
– – ﹤0.01% 2195
2022
Q1 		$82K Hold
2
– – ﹤0.01% 2013
2021
Q4 		$126K Sell
2
-1
-33% -$75.5K ﹤0.01% 1932
2021
Q3 		$249K Hold
3
– – ﹤0.01% 1714
2021
Q2 		$412K Hold
3
– – ﹤0.01% 1384
2021
Q1 		$437K Sell
3
-9
-75% -$1.6M ﹤0.01% 1530
2020
Q4 		$1.21M Hold
12
– – ﹤0.01% 868
2020
Q3 		$1.34M Buy
+12
New +$2.12M ﹤0.01% 699
2020
Q2 		– Hold
0
– – – 1643
2020
Q1 		– Hold
0
– – – 1600

Other funds holding ABTC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
KCIA
Kingsbury Capital Investment Advisors Wilmette, Illinois $118M AUM
KWM
KMT Wealth Management El Segundo, California $118M AUM 26.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
PCA
Providence Capital Advisors Charlotte, North Carolina $660M AUM 17.81% 1-Year Est. Return

Creative Planning's ABTC Position: Q2 2026 in Review

Creative Planning reduced its American Bitcoin Corp (ABTC) stake by 3% in Q2 2026, selling an estimated $1.02K and leaving 2,159 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4186.

Creative Planning first reported a position in ABTC in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.34M in Q3 2020. 123 funds tracked by Wall St. Rank hold ABTC as of Q2 2026.

  • Creative Planning held 2,159 shares of American Bitcoin Corp worth $22.1K as of Q2 2026.
  • Creative Planning sold 67 American Bitcoin Corp shares in Q2 2026, an estimated $1.02K.
  • American Bitcoin Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4186 holding.
  • Creative Planning first reported a position in American Bitcoin Corp in Q3 2020 and has held it in 15 quarters since.
  • Creative Planning's American Bitcoin Corp position peaked at $1.34M in Q3 2020.
  • 123 funds tracked by Wall St. Rank held American Bitcoin Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.