EPG Wealth Management’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $161K | Buy |
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|
2025
Q2 | $162K | Buy |
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|
2025
Q1 | $153K | Sell |
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|
2024
Q4 | $153K | Buy |
|
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|
2024
Q3 | $165K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $160K | Buy |
|
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|
2023
Q4 | $165K | Buy |
|
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|
2023
Q3 | $171K | Buy |
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|
2023
Q2 | $170K | Buy |
|
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|
2023
Q1 | $186K | Sell |
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|
2022
Q4 | $338K | Buy |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $373K | Sell |
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|
2022
Q1 | $672K | Sell |
|
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.33M | Buy |
|
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $294K | Buy |
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|
2020
Q3 | $253K | Buy |
|