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Volatility Shs Tr shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Volatility Shs Tr (BITX) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Volatility Shs Tr

Tip: Access up to 7 years of quarterly data

All positions including Volatility Shs Tr held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Volatility Shs Tr by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $56k 2.0k 27.74

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
iShares Core MSCI EAFE Etf (IEFA)
Sprott Physical Gold Trust Unit Ut (PHYS)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
iShares Russell Midcap Value Etf (IWS)
Apple (AAPL)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Johnson & Johnson (JNJ)
MasterCard Incorporated (MA)
Merck & Co (MRK)
Berkshire Hathaway Cl B CL B (BRK.B)
Amazon (AMZN)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)

View all positions for Heritage Wealth Advisors

Top funds holding Volatility Shs Tr

Susquehanna International
Citadel Advisors
Jane Street
DRW Holdings
Wolverine Trading
Quadrature Capital
Kingswood Wealth Advisors
Belvedere Trading
Renaissance Technologies
KG&L Capital Management
IMC-Chicago
LMR Partners
Group One Trading
EverSource Wealth Advisors
UBS Group

View all funds holding Volatility Shs Tr