BITX β€” VOLATILITY SHS TR

Ownership history in Secure Asset Management, LLC  Β·  6 quarters on record

AI Ownership Summary

Secure Asset Management, LLC reported VOLATILITY SHS TR (BITX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2025 Q2. The latest visible filing shows BITX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BITX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Secure Asset Management, LLC's position in VOLATILITY SHS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BITX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Secure Asset Management, LLC held BITX β€” position size vs. price
% of Fund (quarterly)    BITX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 10,150 +1,308 +14.8% 0.02% $150K 2026-04-09 $16.60
2025 Q4 REDUCED 8,842 -2,254 -20.3% 0.04% $245K 2026-01-20 $28.50
2025 Q3 REDUCED 11,096 -1,604 -12.6% 0.11% $644K 2025-10-09 $57.84
2025 Q2 ADDED 12,700 +2,159 +20.5% 0.13% $686K 2025-07-10 $54.44
2025 Q1 ADDED 10,541 +5,867 +125.5% 0.07% $374K 2025-04-10 $28.71
2024 Q4 INITIATED 4,674 β€” β€” 0.04% $242K 2025-01-17 $55.72

🏒 Other funds also holding BITX

As of 2026 Q1 β€” sorted by position size

Estate Planners Group, LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Secure Asset Management, LLC and BITX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Secure Asset Management, LLC reported owning BITX?

Secure Asset Management, LLC reported BITX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BITX position in Secure Asset Management, LLC's portfolio?

The largest reported portfolio weight for BITX was 0.13% in 2025 Q2.

What is the latest reported BITX position on this page?

The most recent filing on this page is 2026 Q1, when Secure Asset Management, LLC reported 10,150 shares, equal to 0.02% of portfolio, with an estimated market value of $150K.

What does the chart on this BITX ownership page compare?

The chart compares Secure Asset Management, LLC's quarterly BITX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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