Global Retirement Partners’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Global Retirement 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
2026 Q2	$36.1K	Buy	+2,086	New	+$37.6K	﹤0.01%	2726
2025 Q4	$39.3K	Buy	2,049 +19	+0.9%	+$367	﹤0.01%	2494
2025 Q3	$39.1K	Buy	2,030 +18	+0.9%	+$353	﹤0.01%	2037
2025 Q2	$39.4K	Buy	+2,012	New	+$39K	﹤0.01%	1909
2024 Q2	–	Sell	-30	Closed	-$568	–	3594
2024 Q1	$568	Hold	30	–	–	﹤0.01%	3109
2023 Q4	$624	Hold	30	–	–	﹤0.01%	3023
2023 Q3	$628	Buy	+30	New	+$618	﹤0.01%	2897
2023 Q1	–	Sell	-25	Closed	-$565	–	3281
2022 Q4	$565	Hold	25	–	–	﹤0.01%	2735
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	2488
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	2460
2022 Q1	$1K	Buy	+25	New	+$657	﹤0.01%	2425
2021 Q4	–	Sell	-25	Closed	-$1K	–	1025
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	1900
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	1807
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	1719
2020 Q4	$1K	Buy	+25	New	+$690	﹤0.01%	1679

Other funds holding IVOL

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Global Retirement Partners's IVOL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2026: 2,086 shares worth $36.1K. The stake represents ﹤0.01% of the portfolio and ranks #2726 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IVOL as recently as Q4 2025.

Global Retirement Partners first reported a position in IVOL in Q4 2020 and has held it in 15 quarters since. The position peaked at $39.4K in Q2 2025. 68 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

Global Retirement Partners held 2,086 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $36.1K as of Q2 2026.
Quadratic Interest Rate Volatility and Inflation Hedge ETF was a new Global Retirement Partners position in Q2 2026.
Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2726 holding.
Global Retirement Partners first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2020 and has held it in 15 quarters since.
Global Retirement Partners's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $39.4K in Q2 2025.
68 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.