Ancora Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,000
| Closed | -$187K | – | 1991 |
|
|
2025
Q1 | $187K | Sell |
10,000
-60,000
| -86% | -$1.12M | ﹤0.01% | 713 |
|
|
2024
Q4 | $1.24M | Buy |
70,000
+30,000
| +75% | +$532K | 0.03% | 354 |
|
|
2024
Q3 | $770K | Hold |
40,000
| – | – | 0.02% | 431 |
|
|
2024
Q2 | $740K | Buy |
40,000
+27,000
| +208% | +$500K | 0.02% | 429 |
|
|
2024
Q1 | $246K | Buy |
13,000
+3,000
| +30% | +$56.8K | 0.01% | 622 |
|
|
2023
Q4 | $207K | Buy |
+10,000
| New | +$207K | ﹤0.01% | 641 |
|