True Wealth Design’s Bakkt Inc BKKT Stock Holding History

True Wealth Design’s Portfolio BKKT Stock Details BKKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-33	Closed	-$258	–	2611
2026 Q2	$258	Sell	33 -55	-63%	-$493	﹤0.01%	2396
2026 Q1	$648	Buy	+88	New	+$1.04K	﹤0.01%	1953

Other funds holding BKKT

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's BKKT Position: Q3 2026 in Review

True Wealth Design sold out of Bakkt Inc (BKKT) in Q3 2026, closing a stake of 33 shares — an estimated $258 sold.

True Wealth Design first reported a position in BKKT in Q1 2026 and held it in 2 quarters. The position peaked at $648 in Q1 2026. 10 funds tracked by Wall St. Rank hold BKKT as of Q3 2026.

True Wealth Design reported no remaining Bakkt Inc position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 33 Bakkt Inc shares in Q3 2026, an estimated $258.
True Wealth Design first reported a position in Bakkt Inc in Q1 2026 and held it in 2 quarters.
True Wealth Design's Bakkt Inc position peaked at $648 in Q1 2026.
10 funds tracked by Wall St. Rank held Bakkt Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.