MAI Wealth Advisors »

Volatility Shs Tr shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Volatility Shs Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Volatility Shs Tr by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.7k 241 27.76
2025-09-30 $13k 228 54.99
2025-06-30 $44k 810 54.05
2025-03-31 $29k 806 35.48
2024-12-31 $31k 604 51.71

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI 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