AG
IVOL icon

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

AmeriFlex 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
2025
Q2 		– Sell
-795
Closed -$14.9K – 1178
2025
Q1 		$14.9K Sell
795
-267
-25% -$4.81K 0.01% 750
2024
Q4 		$19K Buy
+1,062
New +$19.3K 0.01% 634

Other funds holding IVOL

TIM
Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AmeriFlex Group's IVOL Position: Q2 2025 in Review

AmeriFlex Group sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2025, closing a stake of 795 shares — an estimated $14.9K sold.

AmeriFlex Group first reported a position in IVOL in Q4 2024 and held it in 2 quarters. The position peaked at $19K in Q4 2024. 73 funds tracked by Wall St. Rank hold IVOL as of Q2 2025.

  • AmeriFlex Group reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q2 2025 after selling out during the quarter.
  • AmeriFlex Group sold 795 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2025, an estimated $14.9K.
  • AmeriFlex Group first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2024 and held it in 2 quarters.
  • AmeriFlex Group's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $19K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.