AWM
IVOL icon

Avior Wealth Management’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-494
Closed -$8.76K – 1540
2024
Q4 		$8.76K Buy
+494
New +$8.99K ﹤0.01% 1668

Other funds holding IVOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Avior Wealth Management's IVOL Position: Q1 2025 in Review

Avior Wealth Management sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q1 2025, closing a stake of 494 shares — an estimated $8.76K sold.

Avior Wealth Management first reported a position in IVOL in Q4 2024 and held it in 1 quarter. The position peaked at $8.76K in Q4 2024. 88 funds tracked by Wall St. Rank hold IVOL as of Q1 2025.

  • Avior Wealth Management reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 494 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2025, an estimated $8.76K.
  • Avior Wealth Management first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $8.76K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.