CWM
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Copia Wealth Management’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Copia Wealth Management’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 		$19.3K Hold
1,033
– – 0.01% 271
2025
Q4 		$19.8K Sell
1,033
-3,720
-78% -$71.8K 0.01% 269
2025
Q3 		$91.6K Buy
4,753
+3,720
+360% +$72.9K 0.07% 142
2025
Q2 		$20.2K Sell
1,033
-142
-12% -$2.75K 0.02% 239
2025
Q1 		$21.9K Buy
1,175
+142
+14% +$2.56K 0.02% 216
2024
Q4 		$18.3K Buy
+1,033
New +$18.8K 0.02% 222

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

Copia Wealth Management's IVOL Position: Q1 2026 in Review

Copia Wealth Management held its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) position steady in Q1 2026 at 1,033 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #271.

Copia Wealth Management first reported a position in IVOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $91.6K in Q3 2025. 78 funds tracked by Wall St. Rank hold IVOL as of Q1 2026.

  • Copia Wealth Management held 1,033 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $19.3K as of Q1 2026.
  • Copia Wealth Management left its Quadratic Interest Rate Volatility and Inflation Hedge ETF share count unchanged in Q1 2026.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up 0.01% of Copia Wealth Management's portfolio in Q1 2026, its #271 holding.
  • Copia Wealth Management first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2024 and has held it in 6 quarters since.
  • Copia Wealth Management's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $91.6K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.