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

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Creative Planning's BITO Position: Q2 2026 in Review

Creative Planning reduced its ProShares Bitcoin Strategy ETF (BITO) stake by 23% in Q2 2026, selling an estimated $125K and leaving 43,387 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #3463.

Creative Planning first reported a position in BITO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q1 2024. 193 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

  • Creative Planning held 43,387 shares of ProShares Bitcoin Strategy ETF worth $346K as of Q2 2026.
  • Creative Planning sold 12,783 ProShares Bitcoin Strategy ETF shares in Q2 2026, an estimated $125K.
  • ProShares Bitcoin Strategy ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3463 holding.
  • Creative Planning first reported a position in ProShares Bitcoin Strategy ETF in Q4 2021 and has held it in 19 quarters since.
  • Creative Planning's ProShares Bitcoin Strategy ETF position peaked at $1.64M in Q1 2024.
  • 193 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

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