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Dixon Hughes Goodman Wealth Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$3K Hold
100
– – ﹤0.01% 677
2021
Q4 		$3K Buy
+100
New +$2.73K ﹤0.01% 636

Other funds holding IVOL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
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

Dixon Hughes Goodman Wealth Advisors's IVOL Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) position steady in Q1 2022 at 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Dixon Hughes Goodman Wealth Advisors first reported a position in IVOL in Q4 2021 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold IVOL as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 100 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $3K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Quadratic Interest Rate Volatility and Inflation Hedge ETF share count unchanged in Q1 2022.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #677 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2021 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.