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
2023
Q2 		– Sell
-200
Closed -$47 – 2669
2023
Q1 		$47 Buy
+200
New +$2.87K ﹤0.01% 2643

Other funds holding BITO

MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Realta Investment Advisors
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return
LFG Wealth Partners
LFG Wealth Partners Elizabethtown, Kentucky $240M AUM 41.22% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.37% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Creative Planning's BITO Position: Q3 2026 in Review

Creative Planning reduced its ProShares Bitcoin Strategy ETF (BITO) stake by 1% in Q3 2026, selling an estimated $4.33K and leaving 42,936 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #3318.

Creative Planning first reported a position in BITO in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.64M in Q1 2024. 79 funds tracked by Wall St. Rank hold BITO as of Q3 2026.

  • Creative Planning held 42,936 shares of ProShares Bitcoin Strategy ETF worth $481K as of Q3 2026.
  • Creative Planning sold 451 ProShares Bitcoin Strategy ETF shares in Q3 2026, an estimated $4.33K.
  • ProShares Bitcoin Strategy ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3318 holding.
  • Creative Planning first reported a position in ProShares Bitcoin Strategy ETF in Q4 2021 and has held it in 20 quarters since.
  • Creative Planning's ProShares Bitcoin Strategy ETF position peaked at $1.64M in Q1 2024.
  • 79 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.