First Horizon Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

First Horizon 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	–	Sell	-1,147	Closed	-$30K	–	2014
2021 Q4	$30K	Hold	1,147	–	–	﹤0.01%	1134
2021 Q3	$31K	Hold	1,147	–	–	﹤0.01%	1104
2021 Q2	$31K	Buy	1,147 +643	+128%	+$18.3K	﹤0.01%	952
2021 Q1	$14K	Buy	+504	New	+$14.4K	﹤0.01%	1195

Other funds holding IVOL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $314M AUM 19.44% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

First Horizon Advisors's IVOL Position: Q1 2022 in Review

First Horizon Advisors sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q1 2022, closing a stake of 1,147 shares — an estimated $30K sold.

First Horizon Advisors first reported a position in IVOL in Q1 2021 and held it in 4 quarters. The position peaked at $31K in Q3 2021. 201 funds tracked by Wall St. Rank hold IVOL as of Q1 2022.

First Horizon Advisors reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q1 2022 after selling out during the quarter.
First Horizon Advisors sold 1,147 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2022, an estimated $30K.
First Horizon Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2021 and held it in 4 quarters.
First Horizon Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $31K 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 First Horizon Advisors's 13F filing for Q1 2022, filed 10 May 2022.