Trifecta Capital Advisors
IOND

Trifecta Capital Advisors’s Ionic Digital Inc IOND Stock Holding History

Trifecta Capital Advisors’s Portfolio IOND Stock Details IOND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$542K Buy
+6,744
New +$493K 0.07% 78

Other funds holding IOND

Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Wilkerson Advisory Group
Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Trifecta Capital Advisors's IOND Position: Q3 2026 in Review

Trifecta Capital Advisors opened a new position in Ionic Digital Inc (IOND) in Q3 2026: 6,744 shares worth $542K. The stake represents 0.07% of the portfolio and ranks #78 among its holdings.

9 funds tracked by Wall St. Rank hold IOND as of Q3 2026.

  • Trifecta Capital Advisors held 6,744 shares of Ionic Digital Inc worth $542K as of Q3 2026.
  • Ionic Digital Inc was a new Trifecta Capital Advisors position in Q3 2026.
  • Ionic Digital Inc made up 0.07% of Trifecta Capital Advisors's portfolio in Q3 2026, its #78 holding.
  • 9 funds tracked by Wall St. Rank held Ionic Digital Inc as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.