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

Alpha Financial Partners’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
2024
Q4 		– Sell
-17,880
Closed -$344K – 120
2024
Q3 		$344K Buy
+17,880
New +$343K 0.25% 70

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TIM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alpha Financial Partners's IVOL Position: Q4 2024 in Review

Alpha Financial Partners sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q4 2024, closing a stake of 17,880 shares — an estimated $344K sold.

Alpha Financial Partners first reported a position in IVOL in Q3 2024 and held it in 1 quarter. The position peaked at $344K in Q3 2024. 103 funds tracked by Wall St. Rank hold IVOL as of Q4 2024.

  • Alpha Financial Partners reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 17,880 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q4 2024, an estimated $344K.
  • Alpha Financial Partners first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $344K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.