Cambridge Investment Research Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Cambridge Investment Research 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
2026 Q2	$182K	Sell	10,551 -102,195	-91%	-$1.84M	﹤0.01%	3592
2026 Q1	$2.11M	Buy	112,746 +81,258	+258%	+$1.54M	0.01%	1548
2025 Q4	$603K	Buy	31,488 +6,926	+28%	+$134K	﹤0.01%	2541
2025 Q3	$474K	Buy	+24,562	New	+$481K	﹤0.01%	2727
2025 Q2	–	Sell	-32,192	Closed	-$601K	–	3693
2025 Q1	$601K	Buy	32,192 +13,716	+74%	+$247K	﹤0.01%	2258
2024 Q4	$328K	Sell	18,476 -65,221	-78%	-$1.19M	﹤0.01%	2766
2024 Q3	$1.61M	Buy	83,697 +24,211	+41%	+$464K	0.01%	1517
2024 Q2	$1.1M	Sell	59,486 -5,936	-9%	-$110K	﹤0.01%	1699
2024 Q1	$1.24M	Sell	65,422 -5,132	-7%	-$102K	﹤0.01%	1588
2023 Q4	$1.46M	Sell	70,554 -22,437	-24%	-$464K	0.01%	1408
2023 Q3	$1.91M	Buy	92,991 +1,495	+2%	+$30.8K	0.01%	1166
2023 Q2	$1.88M	Sell	91,496 -5,186	-5%	-$116K	0.01%	1206
2023 Q1	$2.2M	Sell	96,682 -28,524	-23%	-$629K	0.01%	1073
2022 Q4	$2.83M	Sell	125,206 -11,195	-8%	-$253K	0.01%	895
2022 Q3	$3.02M	Sell	136,401 -34,859	-20%	-$850K	0.02%	817
2022 Q2	$4.34M	Buy	171,260 +45,536	+36%	+$1.16M	0.02%	649
2022 Q1	$3.22M	Sell	125,724 -235,499	-65%	-$6.19M	0.01%	871
2021 Q4	$9.7M	Buy	361,223 +11,439	+3%	+$313K	0.04%	389
2021 Q3	$9.75M	Sell	349,784 -679,745	-66%	-$19M	0.05%	363
2021 Q2	$28.4M	Sell	1,029,529 -13,737	-1%	-$391K	0.14%	154
2021 Q1	$29.8M	Buy	1,043,266 +1,003,024	+2,492%	+$28.6M	0.16%	130
2020 Q4	$1.13M	Sell	40,242 -160,320	-80%	-$4.42M	0.01%	1230
2020 Q3	$5.5M	Buy	+200,562	New	+$5.46M	0.04%	430
2020 Q1	–	Sell	-9,403	Closed	-$238K	–	2385
2019 Q4	$238K	Buy	+9,403	New	+$239K	﹤0.01%	2087

Other funds holding IVOL

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 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

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

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Cambridge Investment Research Advisors's IVOL Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 91% in Q2 2026, selling an estimated $1.84M and leaving 10,551 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

Cambridge Investment Research Advisors first reported a position in IVOL in Q4 2019 and has held it in 24 quarters since. The position peaked at $29.8M in Q1 2021. 27 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

Cambridge Investment Research Advisors held 10,551 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $182K as of Q2 2026.
Cambridge Investment Research Advisors sold 102,195 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2026, an estimated $1.84M.
Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3592 holding.
Cambridge Investment Research Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2019 and has held it in 24 quarters since.
Cambridge Investment Research Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $29.8M in Q1 2021.
27 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.