Atria Wealth Solutions’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Atria Wealth Solutions’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
2023 Q1	–	Sell	-10,252	Closed	-$232K	–	1908
2022 Q4	$232K	Buy	10,252 +1	+0%	+$23	﹤0.01%	1520
2022 Q3	$227K	Buy	+10,251	New	+$250K	﹤0.01%	1481
2022 Q2	–	Sell	-30,408	Closed	-$779K	–	1765
2022 Q1	$779K	Buy	+30,408	New	+$799K	0.01%	831

Other funds holding IVOL

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Atria Wealth Solutions's IVOL Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q1 2023, closing a stake of 10,252 shares — an estimated $232K sold.

Atria Wealth Solutions first reported a position in IVOL in Q1 2022 and held it in 3 quarters. The position peaked at $779K in Q1 2022. 136 funds tracked by Wall St. Rank hold IVOL as of Q1 2023.

Atria Wealth Solutions reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q1 2023 after selling out during the quarter.
Atria Wealth Solutions sold 10,252 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2023, an estimated $232K.
Atria Wealth Solutions first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2022 and held it in 3 quarters.
Atria Wealth Solutions's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $779K in Q1 2022.
136 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.