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Golden State Equity Partners’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Golden State Equity 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
Q1 		$626K Buy
+33,451
New +$632K 0.05% 391

Other funds holding IVOL

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TIM
Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Golden State Equity Partners's IVOL Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q1 2026: 33,451 shares worth $626K. The stake represents 0.05% of the portfolio and ranks #391 among its holdings.

78 funds tracked by Wall St. Rank hold IVOL as of Q1 2026.

  • Golden State Equity Partners held 33,451 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $626K as of Q1 2026.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF was a new Golden State Equity Partners position in Q1 2026.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up 0.05% of Golden State Equity Partners's portfolio in Q1 2026, its #391 holding.
  • 78 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.