CreativeOne Wealth’s Bullfrog AI BFRG Stock Holding History

CreativeOne Wealth’s Portfolio BFRG Stock Details BFRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-29,069	Closed	-$48.8K	–	1201
2026 Q1	$48.8K	Buy	+29,069	New	+$18.9K	﹤0.01%	1164

Other funds holding BFRG

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CreativeOne Wealth's BFRG Position: Q2 2026 in Review

CreativeOne Wealth sold out of Bullfrog AI (BFRG) in Q2 2026, closing a stake of 29,069 shares — an estimated $48.8K sold.

CreativeOne Wealth first reported a position in BFRG in Q1 2026 and held it in 1 quarter. The position peaked at $48.8K in Q1 2026. 21 funds tracked by Wall St. Rank hold BFRG as of Q2 2026.

CreativeOne Wealth reported no remaining Bullfrog AI position as of Q2 2026 after selling out during the quarter.
CreativeOne Wealth sold 29,069 Bullfrog AI shares in Q2 2026, an estimated $48.8K.
CreativeOne Wealth first reported a position in Bullfrog AI in Q1 2026 and held it in 1 quarter.
CreativeOne Wealth's Bullfrog AI position peaked at $48.8K in Q1 2026.
21 funds tracked by Wall St. Rank held Bullfrog AI as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.