Creative Planning’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Creative Planning’s Portfolio BTC Stock Details BTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16M	Sell	44,819 -1,621	-3%	-$51.5K	﹤0.01%	2519
2026 Q1	$1.39M	Buy	46,440 +5,663	+14%	+$191K	﹤0.01%	2198
2025 Q4	$1.58M	Buy	40,777 +1,021	+3%	+$45.2K	﹤0.01%	1913
2025 Q3	$2.01M	Buy	39,756 +3,422	+9%	+$174K	﹤0.01%	1543
2025 Q2	$1.73M	Buy	36,334 +5,586	+18%	+$244K	﹤0.01%	1431
2025 Q1	$1.12M	Buy	30,748 +3,512	+13%	+$145K	﹤0.01%	1634
2024 Q4	$1.14M	Sell	27,236 -1,848	-6%	-$68K	﹤0.01%	1546
2024 Q3	$819K	Buy	+29,084	New	+$775K	﹤0.01%	1679

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Creative Planning's BTC Position: Q2 2026 in Review

Creative Planning reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 3.5% in Q2 2026, selling an estimated $51.5K and leaving 44,819 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

Creative Planning first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.01M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Creative Planning held 44,819 shares of Grayscale Bitcoin Mini Trust ETF worth $1.16M as of Q2 2026.
Creative Planning sold 1,621 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $51.5K.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2519 holding.
Creative Planning first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Creative Planning's Grayscale Bitcoin Mini Trust ETF position peaked at $2.01M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

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