Cetera Investment Advisers
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Cetera Investment Advisers’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Cetera Investment Advisers’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 		– Sell
-10,346
Closed -$198K – 4886
2025
Q4 		$198K Sell
10,346
-3,083
-23% -$59.5K ﹤0.01% 4239
2025
Q3 		$259K Buy
+13,429
New +$263K ﹤0.01% 3960
2025
Q1 		– Sell
-11,493
Closed -$204K – 4027
2024
Q4 		$204K Sell
11,493
-392,833
-97% -$7.15M ﹤0.01% 3418
2024
Q3 		$7.78M Sell
404,326
-94,893
-19% -$1.82M 0.02% 801
2024
Q2 		$9.24M Sell
499,219
-31,195
-6% -$578K 0.02% 705
2024
Q1 		$10M Buy
530,414
+445,738
+526% +$8.85M 0.02% 674
2023
Q4 		$1.75M Sell
84,676
-6,996
-8% -$145K 0.01% 849
2023
Q3 		$1.88M Buy
91,672
+76,190
+492% +$1.57M 0.02% 779
2023
Q2 		$319K Buy
15,482
+1,623
+12% +$36.4K ﹤0.01% 1710
2023
Q1 		$315K Buy
13,859
+2,202
+19% +$48.6K ﹤0.01% 1672
2022
Q4 		$264K Sell
11,657
-2,092
-15% -$47.2K ﹤0.01% 1740
2022
Q3 		$305K Sell
13,749
-2,064
-13% -$50.3K 0.01% 1260
2022
Q2 		$401K Buy
15,813
+1,846
+13% +$47.1K 0.01% 1237
2022
Q1 		$358K Sell
13,967
-5,869
-30% -$154K 0.01% 1379
2021
Q4 		$533K Sell
19,836
-4,511
-19% -$123K 0.01% 1143
2021
Q3 		$679K Buy
24,347
+2,983
+14% +$83.3K 0.01% 955
2021
Q2 		$590K Sell
21,364
-41,121
-66% -$1.17M 0.01% 1032
2021
Q1 		$1.79M Buy
62,485
+19,456
+45% +$555K 0.04% 451
2020
Q4 		$1.2M Buy
+43,029
New +$1.19M 0.02% 602

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
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Cetera Investment Advisers's IVOL Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q1 2026, closing a stake of 10,346 shares — an estimated $198K sold.

Cetera Investment Advisers first reported a position in IVOL in Q4 2020 and held it in 19 quarters. The position peaked at $10M in Q1 2024. 78 funds tracked by Wall St. Rank hold IVOL as of Q1 2026.

  • Cetera Investment Advisers reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,346 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2026, an estimated $198K.
  • Cetera Investment Advisers first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2020 and held it in 19 quarters.
  • Cetera Investment Advisers's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $10M in Q1 2024.
  • 78 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.