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

BCS Private 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
2026 Q2	$3.02M	Sell	174,467 -7,378	-4%	-$133K	0.91%	34
2026 Q1	$3.4M	Sell	181,845 -2,230	-1%	-$42.1K	1.03%	29
2025 Q4	$3.53M	Sell	184,075 -875	-0.5%	-$16.9K	1.21%	25
2025 Q3	$3.57M	Buy	184,950 +1,888	+1%	+$37K	1.28%	24
2025 Q2	$3.58M	Buy	+183,062	New	+$3.55M	1.35%	20

Other funds holding IVOL

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

BCS Private Wealth Management's IVOL Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 4.1% in Q2 2026, selling an estimated $133K and leaving 174,467 shares worth $3.02M. The position accounts for 0.91% of the portfolio, ranked #34.

BCS Private Wealth Management first reported a position in IVOL in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.58M in Q2 2025. 67 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

BCS Private Wealth Management held 174,467 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $3.02M as of Q2 2026.
BCS Private Wealth Management sold 7,378 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2026, an estimated $133K.
Quadratic Interest Rate Volatility and Inflation Hedge ETF made up 0.91% of BCS Private Wealth Management's portfolio in Q2 2026, its #34 holding.
BCS Private Wealth Management first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q2 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $3.58M in Q2 2025.
67 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.