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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIM

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

OPOWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

FEG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

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

BCS Private Wealth Management's IVOL Position: Q1 2026 in Review

BCS Private Wealth Management reduced its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 1.2% in Q1 2026, selling an estimated $42.1K and leaving 181,845 shares worth $3.4M. The position accounts for 1.03% of the portfolio, ranked #29.

BCS Private Wealth Management first reported a position in IVOL in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.58M in Q2 2025. 78 funds tracked by Wall St. Rank hold IVOL as of Q1 2026.

BCS Private Wealth Management held 181,845 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $3.4M as of Q1 2026.
BCS Private Wealth Management sold 2,230 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2026, an estimated $42.1K.
Quadratic Interest Rate Volatility and Inflation Hedge ETF made up 1.03% of BCS Private Wealth Management's portfolio in Q1 2026, its #29 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 4 quarters since.
BCS Private Wealth Management's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $3.58M in Q2 2025.
78 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.