Planning Strategies Inc.’s American Bitcoin Corp ABTC Stock Holding History

Planning Strategies Inc.’s Portfolio ABTC Stock Details ABTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.35K	Buy	+328	New	+$5.02K	﹤0.01%	486

Other funds holding ABTC

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Aries Wealth Management Portland, Maine $509M AUM 25.6% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Planning Strategies Inc.'s ABTC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in American Bitcoin Corp (ABTC) in Q2 2026: 328 shares worth $3.35K. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings.

30 funds tracked by Wall St. Rank hold ABTC as of Q2 2026.

Planning Strategies Inc. held 328 shares of American Bitcoin Corp worth $3.35K as of Q2 2026.
American Bitcoin Corp was a new Planning Strategies Inc. position in Q2 2026.
American Bitcoin Corp made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #486 holding.
30 funds tracked by Wall St. Rank held American Bitcoin Corp as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.