Creative Planning
BTBT icon

Creative Planning’s Bit Digital BTBT Stock Holding History

Creative Planning’s Portfolio BTBT Stock Details BTBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Sell
158,483
-47,297
-23% -$86.8K ﹤0.01% 3704
2025
Q4 		$389K Sell
205,780
-64,822
-24% -$187K ﹤0.01% 3046
2025
Q3 		$812K Sell
270,602
-2,426
-0.9% -$7.36K ﹤0.01% 2316
2025
Q2 		$598K Buy
273,028
+61,870
+29% +$137K ﹤0.01% 2305
2025
Q1 		$427K Buy
211,158
+90,966
+76% +$262K ﹤0.01% 2443
2024
Q4 		$352K Buy
120,192
+109,758
+1,052% +$431K ﹤0.01% 2534
2024
Q3 		$36.6K Buy
+10,434
New +$34.7K ﹤0.01% 3119
2024
Q2 		– Sell
-28,066
Closed -$80.5K – 3085
2024
Q1 		$80.5K Buy
+28,066
New +$77.4K ﹤0.01% 2733
2023
Q4 		– Sell
-95,076
Closed -$203K – 2796
2023
Q3 		$203K Buy
95,076
+3,342
+4% +$10.5K ﹤0.01% 2229
2023
Q2 		$372K Buy
91,734
+400
+0.4% +$1.03K ﹤0.01% 1746
2023
Q1 		$141K Buy
+91,334
New +$117K ﹤0.01% 2199
2021
Q2 		– Sell
-775
Closed -$12K – 2139
2021
Q1 		$12K Buy
+775
New +$14.3K ﹤0.01% 2466

Other funds holding BTBT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return