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Destiny Wealth Partners’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Destiny Wealth Partners’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
2022
Q1 		– Sell
-3,846
Closed -$103K – 576
2021
Q4 		$103K Hold
3,846
– – 0.02% 225
2021
Q3 		$107K Buy
+3,846
New +$107K 0.02% 211

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AWM
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US Bancorp
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Destiny Wealth Partners's IVOL Position: Q1 2022 in Review

Destiny Wealth Partners sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q1 2022, closing a stake of 3,846 shares — an estimated $103K sold.

Destiny Wealth Partners first reported a position in IVOL in Q3 2021 and held it in 2 quarters. The position peaked at $107K in Q3 2021. 201 funds tracked by Wall St. Rank hold IVOL as of Q1 2022.

  • Destiny Wealth Partners reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q1 2022 after selling out during the quarter.
  • Destiny Wealth Partners sold 3,846 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2022, an estimated $103K.
  • Destiny Wealth Partners first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2021 and held it in 2 quarters.
  • Destiny Wealth Partners's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $107K in Q3 2021.
  • 201 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2022.

Based on Destiny Wealth Partners's 13F filing for Q1 2022, filed 21 Apr 2022.