CreativeOne Wealth’s British American Tobacco BTI Stock Holding History

CreativeOne Wealth’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Buy	4,058 +458	+13%	+$27.6K	0.01%	1074
2026 Q1	$211K	Sell	3,600 -1,561	-30%	-$92.4K	﹤0.01%	1116
2025 Q4	$292K	Buy	5,161 +338	+7%	+$18.4K	0.01%	959
2025 Q3	$256K	Buy	+4,823	New	+$262K	0.01%	1012
2023 Q4	–	Sell	-6,445	Closed	-$202K	–	624
2023 Q3	$202K	Sell	6,445 -7,382	-53%	-$243K	0.01%	538
2023 Q2	$459K	Buy	13,827 +466	+3%	+$15.9K	0.02%	518
2023 Q1	$469K	Buy	13,361 +272	+2%	+$10.3K	0.02%	487
2022 Q4	$523K	Buy	13,089 +39	+0.3%	+$1.53K	0.03%	418
2022 Q3	$463K	Buy	13,050 +208	+2%	+$8.34K	0.03%	428
2022 Q2	$551K	Sell	12,842 -671	-5%	-$28.8K	0.03%	384
2022 Q1	$570K	Buy	13,513 +3,928	+41%	+$167K	0.03%	395
2021 Q4	$359K	Buy	+9,585	New	+$340K	0.02%	543

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CreativeOne Wealth's BTI Position: Q2 2026 in Review

CreativeOne Wealth increased its British American Tobacco (BTI) stake by 13% in Q2 2026, buying an estimated $27.6K and bringing the position to 4,058 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #1074.

CreativeOne Wealth first reported a position in BTI in Q4 2021 and has held it in 12 quarters since. The position peaked at $570K in Q1 2022. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

CreativeOne Wealth held 4,058 shares of British American Tobacco worth $251K as of Q2 2026.
CreativeOne Wealth bought 458 British American Tobacco shares in Q2 2026, an estimated $27.6K.
British American Tobacco made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1074 holding.
CreativeOne Wealth first reported a position in British American Tobacco in Q4 2021 and has held it in 12 quarters since.
CreativeOne Wealth's British American Tobacco position peaked at $570K in Q1 2022.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

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