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Net flow Fri 30 Oct:−$815.8MCumulative:+$73.7BNAV:$116.6BCEFI:25 · FearBTC holders vs entry Fri 30 Oct:−3.2%Funds:58Assets:16
data for Fri 30 Oct · published Sat 31 Oct 05:48 UTC · T+1
Net flow Fri 30 Oct−$815.8MCumulative+$73.7BCEFI25Fear
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CreativeOne Wealth

Wealth adviser our classification, preliminary

Generated from SEC records

Investment manager in Overland Park, filing as CreativeOne Wealth, LLC. Its 13F lists 1,991 positions; crypto ETFs make up 0.1% of the reported value.

Legal name (SEC)
CreativeOne Wealth, LLC
13F covers
2 affiliated managers
SEC filer ID (CIK)
1739728

Sources: SEC EDGAR (company record and the Q2 2026 13F). No Wikidata entry.

Crypto ETF holdings

Only US spot crypto ETFs from this 13F, not the whole portfolio.

13F filings for the quarter ended Jun 30, 2026 · next update after Nov 14, 2026 · What is a 13F?

Crypto ETF value$4.9MJun 30, 2026
Funds held6XRP · BTC · ETH
Change in shares, q/q+$900K+0.14M · +102% · ≈ at Jun 30 prices
Holding sinceQ2 249 quarters in a row

Value across crypto ETFs by quarter

US$, at each quarter-end price; it moves with the coin, shares tell the buying.

Q1 24: $0Q1 24Q2 24: $600KQ2 24Q3 24: $2.0MQ3 24Q4 24: $4.9MQ4 24Q1 25: $3.9MQ1 25Q2 25: $6.8MQ2 25Q3 25: $9.8M$9.8MQ3 25Q4 25: $5.4MQ4 25Q1 26: $4.7MQ1 26Q2 26: $4.9M$4.9MQ2 26
Q1 24: $0Q1 24Q2 24: $600KQ3 24: $2.0MQ4 24: $4.9MQ4 24Q1 25: $3.9MQ2 25: $6.8MQ3 25: $9.8M$9.8MQ3 25Q4 25: $5.4MQ1 26: $4.7MQ2 26: $4.9M$4.9MQ2 26

Positions on Jun 30, 2026

6 funds · “largest holder” = biggest position among all 13F filers in that fund

FundAssetValueOf its crypto ETFsOf the fund's 13F valueChange in shares, q/q
XRPCXRP$1.9M38.8%5.0%new
IBITBitcoin$1.7M34.7%0.0%+4K +9%
BITBBitcoin$500K10.2%0.1%−26K −62%
GBTCBitcoin$300K6.1%0.0%−3K −31%
BTCBitcoin$200K4.1%0.0%unchanged
ETHWEthereum$200K4.1%0.4%−1K −3%

Timeline

  1. Q2 24First crypto ETF position on record: $600K, GBTC, IBIT.
  2. Q3 24Entered FBTC, BITB, EZBC, BTC, ETH.
  3. Q4 24Entered ETHE, ETHW. Exited BTC, ETH.
  4. Q1 25Exited EZBC, ETHE, ETHW.
  5. Q2 25Entered EZBC, BTC, ETHW.
  6. Q3 25Entered BTCO, ETH, FETH. Peak value: $9.8M across crypto ETFs.
  7. Q4 25Entered ETHE. Exited FBTC, EZBC, ETH, FETH.
  8. Q1 26Exited BTCO.
  9. Q2 26Entered XRPC. Exited ETHE. Holds 6 funds worth $4.9M.

This page shows only crypto ETFs from this manager's 13F, not its whole portfolio. Open this 13F filing on sec.gov