Heck Capital Advisors’s Global X Interest Rate Volatility & Inflation Hedge ETF IRVH Stock Holding History

Heck Capital Advisors’s Portfolio IRVH Stock Details IRVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-95,351	Closed	-$2M	–	203
2024 Q1	$2M	Buy	95,351 +4,281	+5%	+$91.4K	0.31%	57
2023 Q4	$1.98M	Sell	91,070 -2,512	-3%	-$53.8K	0.32%	56
2023 Q3	$1.98M	Buy	93,582 +2,773	+3%	+$59.3K	0.37%	61
2023 Q2	$1.96M	Buy	+90,809	New	+$2.06M	0.34%	58

Other funds holding IRVH

NWM

Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return

Heck Capital Advisors's IRVH Position: Q2 2024 in Review

Heck Capital Advisors sold out of Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) in Q2 2024, closing a stake of 95,351 shares — an estimated $2M sold.

Heck Capital Advisors first reported a position in IRVH in Q2 2023 and held it in 4 quarters. The position peaked at $2M in Q1 2024. 1 fund tracked by Wall St. Rank holds IRVH as of Q2 2024.

Heck Capital Advisors reported no remaining Global X Interest Rate Volatility & Inflation Hedge ETF position as of Q2 2024 after selling out during the quarter.
Heck Capital Advisors sold 95,351 Global X Interest Rate Volatility & Inflation Hedge ETF shares in Q2 2024, an estimated $2M.
Heck Capital Advisors first reported a position in Global X Interest Rate Volatility & Inflation Hedge ETF in Q2 2023 and held it in 4 quarters.
Heck Capital Advisors's Global X Interest Rate Volatility & Inflation Hedge ETF position peaked at $2M in Q1 2024.
1 fund tracked by Wall St. Rank held Global X Interest Rate Volatility & Inflation Hedge ETF as of Q2 2024.

Based on Heck Capital Advisors's 13F filing for Q2 2024, filed 19 May 2025.