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First Allied Advisory Services’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

First Allied Advisory Services’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
2020
Q3 		$587K Buy
+21,401
New +$583K 0.02% 633

Other funds holding IVOL

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
VIM
VCU Investment Management Richmond, Virginia $68.6M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

First Allied Advisory Services's IVOL Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q3 2020: 21,401 shares worth $587K. The stake represents 0.02% of the portfolio and ranks #633 among its holdings.

72 funds tracked by Wall St. Rank hold IVOL as of Q3 2020.

  • First Allied Advisory Services held 21,401 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $587K as of Q3 2020.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF was a new First Allied Advisory Services position in Q3 2020.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #633 holding.
  • 72 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.