DecisionPoint Financial’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

DecisionPoint Financial’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	–	Sell	-65	Closed	-$1.22K	–	1446
2026 Q1	$1.22K	Hold	65	–	–	﹤0.01%	332
2025 Q4	$1.25K	Hold	65	–	–	﹤0.01%	383
2025 Q3	$1.26K	Hold	65	–	–	﹤0.01%	295
2025 Q2	$1.27K	Buy	+65	New	+$1.26K	﹤0.01%	274

Other funds holding IVOL

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

DecisionPoint Financial's IVOL Position: Q2 2026 in Review

DecisionPoint Financial sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2026, closing a stake of 65 shares — an estimated $1.22K sold.

DecisionPoint Financial first reported a position in IVOL in Q2 2025 and held it in 4 quarters. The position peaked at $1.27K in Q2 2025. 68 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

DecisionPoint Financial reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q2 2026 after selling out during the quarter.
DecisionPoint Financial sold 65 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2026, an estimated $1.22K.
DecisionPoint Financial first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q2 2025 and held it in 4 quarters.
DecisionPoint Financial's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $1.27K in Q2 2025.
68 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.