Ancora Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Ancora Advisors’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	-10,000	Closed	-$187K	–	2009
2025 Q1	$187K	Sell	10,000 -60,000	-86%	-$1.08M	﹤0.01%	723
2024 Q4	$1.24M	Buy	70,000 +30,000	+75%	+$546K	0.03%	356
2024 Q3	$770K	Hold	40,000	–	–	0.02%	437
2024 Q2	$740K	Buy	40,000 +27,000	+208%	+$501K	0.02%	436
2024 Q1	$246K	Buy	13,000 +3,000	+30%	+$59.6K	0.01%	634
2023 Q4	$207K	Buy	+10,000	New	+$207K	﹤0.01%	663

Other funds holding IVOL

TIM

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ancora Advisors's IVOL Position: Q2 2025 in Review

Ancora Advisors sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2025, closing a stake of 10,000 shares — an estimated $187K sold.

Ancora Advisors first reported a position in IVOL in Q4 2023 and held it in 6 quarters. The position peaked at $1.24M in Q4 2024. 73 funds tracked by Wall St. Rank hold IVOL as of Q2 2025.

Ancora Advisors reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q2 2025 after selling out during the quarter.
Ancora Advisors sold 10,000 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2025, an estimated $187K.
Ancora Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2023 and held it in 6 quarters.
Ancora Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $1.24M 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 Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.