Benjamin Edwards Inc’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Benjamin Edwards Inc’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	$192K	Buy	+10,236	New	+$193K	﹤0.01%	1320
2021 Q2	–	Sell	-55,749	Closed	-$1.59M	–	428
2021 Q1	$1.59M	Buy	+55,749	New	+$1.59M	1.21%	13

Other funds holding IVOL

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

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

Benjamin Edwards Inc's IVOL Position: Q1 2026 in Review

Benjamin Edwards Inc opened a new position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q1 2026: 10,236 shares worth $192K. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in IVOL as recently as Q1 2021.

Benjamin Edwards Inc first reported a position in IVOL in Q1 2021 and has held it in 2 quarters since. The position peaked at $1.59M in Q1 2021. 78 funds tracked by Wall St. Rank hold IVOL as of Q1 2026.

Benjamin Edwards Inc held 10,236 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $192K as of Q1 2026.
Quadratic Interest Rate Volatility and Inflation Hedge ETF was a new Benjamin Edwards Inc position in Q1 2026.
Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1320 holding.
Benjamin Edwards Inc first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2021 and has held it in 2 quarters since.
Benjamin Edwards Inc's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $1.59M in Q1 2021.
78 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.