Creative Planning’s Bitwise Bitcoin ETF BITB Stock Holding History

Creative Planning’s Portfolio BITB Stock Details BITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.89M	Sell	59,252 -2,478	-4%	-$96.6K	﹤0.01%	2131
2026 Q1	$2.27M	Sell	61,730 -8,611	-12%	-$357K	﹤0.01%	1797
2025 Q4	$3.35M	Buy	70,341 +4,942	+8%	+$269K	﹤0.01%	1305
2025 Q3	$4.07M	Buy	65,399 +1,409	+2%	+$87.8K	﹤0.01%	1002
2025 Q2	$3.75M	Buy	63,990 +6,226	+11%	+$334K	﹤0.01%	908
2025 Q1	$2.59M	Buy	57,764 +1,214	+2%	+$61.5K	﹤0.01%	1015
2024 Q4	$2.88M	Buy	56,550 +7,536	+15%	+$341K	﹤0.01%	925
2024 Q3	$1.7M	Buy	49,014 +9,139	+23%	+$304K	﹤0.01%	1174
2024 Q2	$1.3M	Buy	39,875 +1,274	+3%	+$45.5K	﹤0.01%	1232
2024 Q1	$1.49M	Buy	+38,601	New	+$1.15M	﹤0.01%	1101

Other funds holding BITB

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Creative Planning's BITB Position: Q2 2026 in Review

Creative Planning reduced its Bitwise Bitcoin ETF (BITB) stake by 4% in Q2 2026, selling an estimated $96.6K and leaving 59,252 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Creative Planning first reported a position in BITB in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.07M in Q3 2025. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

Creative Planning held 59,252 shares of Bitwise Bitcoin ETF worth $1.89M as of Q2 2026.
Creative Planning sold 2,478 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $96.6K.
Bitwise Bitcoin ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2131 holding.
Creative Planning first reported a position in Bitwise Bitcoin ETF in Q1 2024 and has held it in 10 quarters since.
Creative Planning's Bitwise Bitcoin ETF position peaked at $4.07M in Q3 2025.
271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

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