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Axiom Advisory’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Axiom Advisory’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
2024
Q3 		$606K Buy
31,616
+494
+2% +$9.47K 0.01% 207
2024
Q2 		$577K Buy
+31,122
New +$577K 0.01% 207

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
TIM
Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axiom Advisory's IVOL Position: Q3 2024 in Review

Axiom Advisory increased its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 1.6% in Q3 2024, buying an estimated $9.47K and bringing the position to 31,616 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #207.

Axiom Advisory first reported a position in IVOL in Q2 2024 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold IVOL as of Q3 2024.

  • Axiom Advisory held 31,616 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $606K as of Q3 2024.
  • Axiom Advisory bought 494 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q3 2024, an estimated $9.47K.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #207 holding.
  • Axiom Advisory first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q2 2024 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.