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B. Riley Wealth Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

B. Riley Wealth Advisors’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
-8,200
Closed -$221K – 1453
2021
Q4 		$221K Sell
8,200
-14,716
-64% -$402K 0.01% 1231
2021
Q3 		$640K Buy
22,916
+5,823
+34% +$163K 0.02% 678
2021
Q2 		$475K Buy
17,093
+9,485
+125% +$270K 0.02% 790
2021
Q1 		$218K Buy
+7,608
New +$217K 0.01% 1153

Other funds holding IVOL

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

B. Riley Wealth Advisors's IVOL Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q1 2022, closing a stake of 8,200 shares — an estimated $221K sold.

B. Riley Wealth Advisors first reported a position in IVOL in Q1 2021 and held it in 4 quarters. The position peaked at $640K in Q3 2021. 201 funds tracked by Wall St. Rank hold IVOL as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,200 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2022, an estimated $221K.
  • B. Riley Wealth Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2021 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $640K 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 B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.