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Valkyrie Etf Trust Ii shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Valkyrie Etf Trust Ii (WGMI) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Valkyrie Etf Trust Ii

Tip: Access up to 7 years of quarterly data

All positions including Valkyrie Etf Trust Ii held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valkyrie Etf Trust Ii by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 40k 44.24
2025-06-30 $910k 40k 22.74
2025-03-31 $447k 35k 12.77

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Valkyrie Etf Trust Ii

Jane Street
Susquehanna International
Citadel Advisors
Two Sigma Investments
Intrinsic Edge Capital Management
Private Advisor
Arlington Capital Management
Wolverine Trading
Group One Trading
Maridea Wealth Management
Redwood Wealth Management Group
Commonwealth Equity Services
D. E. Shaw & Co
Axxcess Wealth Management
K2 Principal Fund

View all funds holding Valkyrie Etf Trust Ii