Belvedere Trading
IVOL icon

Belvedere Trading’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Belvedere Trading’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
2023
Q1 		– Sell
-42,800
Closed -$968K – 1186
2022
Q4 		$968K Buy
+42,800
New +$967K ﹤0.01% 63

Other funds holding IVOL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CI
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

Belvedere Trading's IVOL Position: Q4 2025 in Review

Belvedere Trading sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q4 2025, closing a stake of 177,996 shares — an estimated $3.43M sold.

Belvedere Trading first reported a position in IVOL in Q1 2021 and held it in 3 quarters. The position peaked at $3.43M in Q3 2025. 91 funds tracked by Wall St. Rank hold IVOL as of Q4 2025.

  • Belvedere Trading reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q4 2025 after selling out during the quarter.
  • Belvedere Trading sold 177,996 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q4 2025, an estimated $3.43M.
  • Belvedere Trading first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2021 and held it in 3 quarters.
  • Belvedere Trading's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $3.43M in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2025.

Based on Belvedere Trading's 13F filing for Q4 2025, filed 10 Feb 2026.