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
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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return

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

OPOWM

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

FEG

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

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Global Retirement Partners's IVOL Position: Q4 2025 in Review

Global Retirement Partners increased its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 0.94% in Q4 2025, buying an estimated $367 and bringing the position to 2,049 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Global Retirement Partners first reported a position in IVOL in Q4 2020 and has held it in 14 quarters since. The position peaked at $39.4K in Q2 2025. 91 funds tracked by Wall St. Rank hold IVOL as of Q4 2025.

Global Retirement Partners held 2,049 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $39.3K as of Q4 2025.
Global Retirement Partners bought 19 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q4 2025, an estimated $367.
Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2494 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 14 quarters since.
Global Retirement Partners's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $39.4K in Q2 2025.
91 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.