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

BDO 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	-289	Closed	-$8K	–	1092
2021 Q4	$8K	Buy	289 +3	+1%	+$82	﹤0.01%	758
2021 Q3	$8K	Buy	286 +3	+1%	+$84	﹤0.01%	763
2021 Q2	$8K	Buy	283 +2	+0.7%	+$57	﹤0.01%	792
2021 Q1	$8K	Buy	+281	New	+$8.01K	﹤0.01%	773

Other funds holding IVOL

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

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

BDO Wealth Advisors's IVOL Position: Q1 2022 in Review

BDO Wealth Advisors sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q1 2022, closing a stake of 289 shares — an estimated $8K sold.

BDO Wealth Advisors first reported a position in IVOL in Q1 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 201 funds tracked by Wall St. Rank hold IVOL as of Q1 2022.

BDO Wealth Advisors reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q1 2022 after selling out during the quarter.
BDO Wealth Advisors sold 289 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2022, an estimated $8K.
BDO Wealth Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2021 and held it in 4 quarters.
BDO Wealth Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $8K in Q4 2021.
201 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.