BITX — VOLATILITY SHS TR

Ownership history in Lauer Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Lauer Wealth, LLC reported a position in VOLATILITY SHS TR (BITX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.38% (2025 Q3)
Avg. % of fund
0.26%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,437 +5,825 +126.3% 0.38% $536K $52.02
2025 Q2 ADDED 4,612 +103 +2.3% 0.24% $293K $49.35
2025 Q1 INITIATED 4,509 — — 0.16% $204K $31.44
% of Fund (quarterly)    BITX price (monthly, adj. close)

Other funds also holding BITX

As of 2025 Q4 — sorted by position size

DRW Securities, LLC 3Y 7Y 0.49% X-Square Capital, LLC 3Y 7Y 0.33% KINGSWOOD WEALTH ADVISORS, LLC 0.31% MCGUIRE CAPITAL ADVISORS INC 0.28% KG&L Capital Management,LLC 3Y 7Y 0.19% Almanack Investment Partners, LLC. 3Y 7Y 0.17% KG&L Capital Management,LLC 3Y 7Y 0.16% Quadrature Capital Ltd 3Y 7Y 0.09% Benson Wealth Management INC 0.07% EverSource Wealth Advisors, LLC 3Y 0.05%
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