CreativeOne Wealth’s CoinShares Bitcoin and Ether ETF BTF Stock Holding History

CreativeOne Wealth’s Portfolio BTF Stock Details BTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,019	Closed	-$175K	–	1193
2025 Q3	$175K	Sell	2,019 -2,950	-59%	-$249K	﹤0.01%	1115
2025 Q2	$327K	Buy	+4,969	New	+$294K	0.01%	891

Other funds holding BTF

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SDH

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

IIL

Insight Inv LLC El Segundo, California $212M AUM 60.58% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Caitlin John Brighton, Michigan $183M AUM 30.77% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CreativeOne Wealth's BTF Position: Q4 2025 in Review

CreativeOne Wealth sold out of CoinShares Bitcoin and Ether ETF (BTF) in Q4 2025, closing a stake of 2,019 shares — an estimated $175K sold.

CreativeOne Wealth first reported a position in BTF in Q2 2025 and held it in 2 quarters. The position peaked at $327K in Q2 2025. 11 funds tracked by Wall St. Rank hold BTF as of Q4 2025.

CreativeOne Wealth reported no remaining CoinShares Bitcoin and Ether ETF position as of Q4 2025 after selling out during the quarter.
CreativeOne Wealth sold 2,019 CoinShares Bitcoin and Ether ETF shares in Q4 2025, an estimated $175K.
CreativeOne Wealth first reported a position in CoinShares Bitcoin and Ether ETF in Q2 2025 and held it in 2 quarters.
CreativeOne Wealth's CoinShares Bitcoin and Ether ETF position peaked at $327K in Q2 2025.
11 funds tracked by Wall St. Rank held CoinShares Bitcoin and Ether ETF as of Q4 2025.

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