Creative Planning
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Creative Planning’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Creative Planning’s Portfolio BITO Stock Details BITO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$523K Sell
56,170
-3,511
-6% -$37.1K ﹤0.01% 3000
2025
Q4 		$726K Buy
59,681
+493
+0.8% +$7.73K ﹤0.01% 2538
2025
Q3 		$1.16M Buy
59,188
+10,103
+21% +$211K ﹤0.01% 1974
2025
Q2 		$1.06M Buy
49,085
+3,363
+7% +$69.4K ﹤0.01% 1808
2025
Q1 		$838K Sell
45,722
-5,038
-10% -$109K ﹤0.01% 1856
2024
Q4 		$1.16M Buy
50,760
+16,316
+47% +$362K ﹤0.01% 1537
2024
Q3 		$661K Buy
34,444
+187
+0.5% +$3.73K ﹤0.01% 1858
2024
Q2 		$771K Sell
34,257
-16,545
-33% -$443K ﹤0.01% 1607
2024
Q1 		$1.64M Sell
50,802
-9,024
-15% -$227K ﹤0.01% 1055
2023
Q4 		$1.23M Buy
59,826
+13,729
+30% +$248K ﹤0.01% 1129
2023
Q3 		$637K Sell
46,097
-14,678
-24% -$215K ﹤0.01% 1402
2023
Q2 		$1.03M Buy
60,775
+800
+1% +$13K ﹤0.01% 1115
2023
Q1 		$1.05M Buy
59,975
+1,820
+3% +$26.1K ﹤0.01% 1057
2022
Q4 		$607K Buy
58,155
+7,139
+14% +$79.7K ﹤0.01% 1321
2022
Q3 		$612K Sell
51,016
-272
-0.5% -$3.57K ﹤0.01% 1204
2022
Q2 		$595K Buy
51,288
+7,632
+17% +$154K ﹤0.01% 1218
2022
Q1 		$1.25M Buy
43,656
+18,173
+71% +$474K ﹤0.01% 884
2021
Q4 		$736K Buy
+25,483
New +$918K ﹤0.01% 1100

Other funds holding BITO

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Creative Planning's BITO Position: Q1 2026 in Review

Creative Planning reduced its ProShares Bitcoin Strategy ETF (BITO) stake by 5.9% in Q1 2026, selling an estimated $37.1K and leaving 56,170 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #3000.

Creative Planning first reported a position in BITO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.64M in Q1 2024. 205 funds tracked by Wall St. Rank hold BITO as of Q1 2026.

  • Creative Planning held 56,170 shares of ProShares Bitcoin Strategy ETF worth $523K as of Q1 2026.
  • Creative Planning sold 3,511 ProShares Bitcoin Strategy ETF shares in Q1 2026, an estimated $37.1K.
  • ProShares Bitcoin Strategy ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3000 holding.
  • Creative Planning first reported a position in ProShares Bitcoin Strategy ETF in Q4 2021 and has held it in 18 quarters since.
  • Creative Planning's ProShares Bitcoin Strategy ETF position peaked at $1.64M in Q1 2024.
  • 205 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.