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Collaborative Capital Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Collaborative Capital 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 		$795K Buy
+45,983
New +$829K 0.5% 31

Other funds holding IVOL

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 $369B AUM 28.27% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM

Collaborative Capital Advisors's IVOL Position: Q2 2026 in Review

Collaborative Capital Advisors opened a new position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2026: 45,983 shares worth $795K. The stake represents 0.5% of the portfolio and ranks #31 among its holdings.

68 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

  • Collaborative Capital Advisors held 45,983 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $795K as of Q2 2026.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF was a new Collaborative Capital Advisors position in Q2 2026.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up 0.5% of Collaborative Capital Advisors's portfolio in Q2 2026, its #31 holding.
  • 68 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on Collaborative Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.