Allworth Financial’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Allworth Financial’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
2026 Q1	$2.17K	Buy	116 +66	+132%	+$1.25K	﹤0.01%	4331
2025 Q4	$958	Buy	+50	New	+$965	﹤0.01%	4369
2024 Q3	–	Hold	0	–	–	–	3722
2024 Q2	–	Hold	0	–	–	–	3661
2024 Q1	–	Hold	0	–	–	–	3574
2023 Q4	–	Hold	0	–	–	–	3424

Other funds holding IVOL

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Allworth Financial's IVOL Position: Q1 2026 in Review

Allworth Financial increased its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 132% in Q1 2026, buying an estimated $1.25K and bringing the position to 116 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #4331.

Allworth Financial first reported a position in IVOL in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold IVOL as of Q1 2026.

Allworth Financial held 116 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $2.17K as of Q1 2026.
Allworth Financial bought 66 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2026, an estimated $1.25K.
Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4331 holding.
Allworth Financial first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2025 and has held it in 2 quarters since.
78 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.