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 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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

DecisionPoint Financial's IVOL Position: Q1 2026 in Review

DecisionPoint Financial held its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) position steady in Q1 2026 at 65 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

DecisionPoint Financial first reported a position in IVOL in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.27K in Q2 2025. 78 funds tracked by Wall St. Rank hold IVOL as of Q1 2026.

DecisionPoint Financial held 65 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $1.22K as of Q1 2026.
DecisionPoint Financial 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 DecisionPoint Financial's portfolio in Q1 2026, its #332 holding.
DecisionPoint Financial first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q2 2025 and has held it in 4 quarters since.
DecisionPoint Financial's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $1.27K in Q2 2025.
78 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.