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

Crewe 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
-123
Closed -$2.3K – 797
2025
Q1 		$2.3K Buy
+123
New +$2.21K ﹤0.01% 537

Other funds holding IVOL

TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $819M AUM 41.44% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Crewe Advisors's IVOL Position: Q2 2025 in Review

Crewe Advisors sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2025, closing a stake of 123 shares — an estimated $2.3K sold.

Crewe Advisors first reported a position in IVOL in Q1 2025 and held it in 1 quarter. The position peaked at $2.3K in Q1 2025. 73 funds tracked by Wall St. Rank hold IVOL as of Q2 2025.

  • Crewe Advisors reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q2 2025 after selling out during the quarter.
  • Crewe Advisors sold 123 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2025, an estimated $2.3K.
  • Crewe Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2025 and held it in 1 quarter.
  • Crewe Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $2.3K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.