Wilkerson Advisory Group’s Ionic Digital Inc IOND Stock Holding History

Wilkerson Advisory Group’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	$139K	Buy	+1,732	New	+$127K	0.04%	131

Other funds holding IOND

Trifecta Capital Advisors Northbrook, Illinois $808M AUM 34.69% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wilkerson Advisory Group's IOND Position: Q3 2026 in Review

Wilkerson Advisory Group opened a new position in Ionic Digital Inc (IOND) in Q3 2026: 1,732 shares worth $139K. The stake represents 0.04% of the portfolio and ranks #131 among its holdings.

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

Wilkerson Advisory Group held 1,732 shares of Ionic Digital Inc worth $139K as of Q3 2026.
Ionic Digital Inc was a new Wilkerson Advisory Group position in Q3 2026.
Ionic Digital Inc made up 0.04% of Wilkerson Advisory Group's portfolio in Q3 2026, its #131 holding.
11 funds tracked by Wall St. Rank held Ionic Digital Inc as of Q3 2026.

Based on Wilkerson Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.