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

Engrave 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
2023
Q4 		$7.33M Buy
354,602
+11,645
+3% +$241K 2.09% 13
2023
Q3 		$7.05M Buy
+342,957
New +$7.07M 2.17% 14

Other funds holding IVOL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

Engrave Wealth Partners's IVOL Position: Q4 2023 in Review

Engrave Wealth Partners increased its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 3.4% in Q4 2023, buying an estimated $241K and bringing the position to 354,602 shares worth $7.33M. The position accounts for 2.09% of the portfolio, ranked #13.

Engrave Wealth Partners first reported a position in IVOL in Q3 2023 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold IVOL as of Q4 2023.

  • Engrave Wealth Partners held 354,602 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $7.33M as of Q4 2023.
  • Engrave Wealth Partners bought 11,645 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q4 2023, an estimated $241K.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up 2.09% of Engrave Wealth Partners's portfolio in Q4 2023, its #13 holding.
  • Engrave Wealth Partners first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2023 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.