Creative Planning’s Global X Blockchain & Bitcoin Strategy ETF BITS Stock Holding History

Creative Planning’s Portfolio BITS Stock Details BITS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,619	Closed	-$71K	–	2503
2022 Q3	$71K	Hold	2,619	–	–	﹤0.01%	2083
2022 Q2	$65K	Buy	+2,619	New	+$117K	﹤0.01%	2020

Other funds holding BITS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

Creative Planning's BITS Position: Q4 2022 in Review

Creative Planning sold out of Global X Blockchain & Bitcoin Strategy ETF (BITS) in Q4 2022, closing a stake of 2,619 shares — an estimated $71K sold.

Creative Planning first reported a position in BITS in Q2 2022 and held it in 2 quarters. The position peaked at $71K in Q3 2022. 3 funds tracked by Wall St. Rank hold BITS as of Q4 2022.

Creative Planning reported no remaining Global X Blockchain & Bitcoin Strategy ETF position as of Q4 2022 after selling out during the quarter.
Creative Planning sold 2,619 Global X Blockchain & Bitcoin Strategy ETF shares in Q4 2022, an estimated $71K.
Creative Planning first reported a position in Global X Blockchain & Bitcoin Strategy ETF in Q2 2022 and held it in 2 quarters.
Creative Planning's Global X Blockchain & Bitcoin Strategy ETF position peaked at $71K in Q3 2022.
3 funds tracked by Wall St. Rank held Global X Blockchain & Bitcoin Strategy ETF as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.