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Advisor Group’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Advisor Group’s Portfolio IVOL Stock Details IVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$8K Buy
+300
New +$7.62K ﹤0.01% 4458

Other funds holding IVOL

SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
BS
Boenning & Scattergood West Conshohocken, Pennsylvania $622M AUM 8.79% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Advisor Group's IVOL Position: Q4 2019 in Review

Advisor Group opened a new position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q4 2019: 300 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #4458 among its holdings.

11 funds tracked by Wall St. Rank hold IVOL as of Q4 2019.

  • Advisor Group held 300 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $8K as of Q4 2019.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF was a new Advisor Group position in Q4 2019.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4458 holding.
  • 11 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.