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

Ausdal 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
2022
Q1 		– Sell
-18,294
Closed -$491K – 507
2021
Q4 		$491K Sell
18,294
-15,137
-45% -$414K 0.07% 284
2021
Q3 		$932K Buy
33,431
+3,129
+10% +$87.3K 0.14% 182
2021
Q2 		$837K Buy
30,302
+1,467
+5% +$41.8K 0.13% 191
2021
Q1 		$824K Buy
28,835
+19,100
+196% +$544K 0.14% 175
2020
Q4 		$272K Buy
+9,735
New +$268K 0.05% 331

Other funds holding IVOL

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $314M AUM 19.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Ausdal Financial Partners's IVOL Position: Q1 2022 in Review

Ausdal Financial Partners sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q1 2022, closing a stake of 18,294 shares — an estimated $491K sold.

Ausdal Financial Partners first reported a position in IVOL in Q4 2020 and held it in 5 quarters. The position peaked at $932K in Q3 2021. 201 funds tracked by Wall St. Rank hold IVOL as of Q1 2022.

  • Ausdal Financial Partners reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q1 2022 after selling out during the quarter.
  • Ausdal Financial Partners sold 18,294 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2022, an estimated $491K.
  • Ausdal Financial Partners first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2020 and held it in 5 quarters.
  • Ausdal Financial Partners's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $932K in Q3 2021.
  • 201 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2022.

Based on Ausdal Financial Partners's 13F filing for Q1 2022, filed 4 May 2022.