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CreativeOne Wealth’s Global X Blockchain & Bitcoin Strategy ETF BITS Stock Holding History

CreativeOne Wealth’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
2025
Q4 		– Sell
-2,121
Closed -$206K – 1192
2025
Q3 		$206K Buy
+2,121
New +$175K 0.01% 1094

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Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KG
Kilter Group Rhinebeck, New York $232M AUM 19.26% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

CreativeOne Wealth's BITS Position: Q4 2025 in Review

CreativeOne Wealth sold out of Global X Blockchain & Bitcoin Strategy ETF (BITS) in Q4 2025, closing a stake of 2,121 shares — an estimated $206K sold.

CreativeOne Wealth first reported a position in BITS in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 15 funds tracked by Wall St. Rank hold BITS as of Q4 2025.

  • CreativeOne Wealth reported no remaining Global X Blockchain & Bitcoin Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 2,121 Global X Blockchain & Bitcoin Strategy ETF shares in Q4 2025, an estimated $206K.
  • CreativeOne Wealth first reported a position in Global X Blockchain & Bitcoin Strategy ETF in Q3 2025 and held it in 1 quarter.
  • CreativeOne Wealth's Global X Blockchain & Bitcoin Strategy ETF position peaked at $206K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Global X Blockchain & Bitcoin Strategy ETF as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.