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

Concurrent Investment 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
2025
Q2 		– Sell
-10,957
Closed -$205K – 1440
2025
Q1 		$205K Sell
10,957
-275
-2% -$4.95K 0.01% 1114
2024
Q4 		$199K Hold
11,232
– – 0.01% 998
2024
Q3 		$216K Sell
11,232
-296
-3% -$5.67K 0.01% 916
2024
Q2 		$213K Buy
+11,528
New +$214K 0.01% 853

Other funds holding IVOL

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concurrent Investment Advisors's IVOL Position: Q2 2025 in Review

Concurrent Investment Advisors sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2025, closing a stake of 10,957 shares — an estimated $205K sold.

Concurrent Investment Advisors first reported a position in IVOL in Q2 2024 and held it in 4 quarters. The position peaked at $216K in Q3 2024. 73 funds tracked by Wall St. Rank hold IVOL as of Q2 2025.

  • Concurrent Investment Advisors reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q2 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 10,957 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2025, an estimated $205K.
  • Concurrent Investment Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q2 2024 and held it in 4 quarters.
  • Concurrent Investment Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $216K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2025.

Based on Concurrent Investment Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.