HWP
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Highline Wealth Partners’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Highline Wealth 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 		$22 Sell
1
-2
-67% -$36 ﹤0.01% 1407
2026
Q1 		$48 Hold
3
– – ﹤0.01% 1287
2025
Q4 		$49 Sell
3
-419
-99% -$8.09K ﹤0.01% 1066
2025
Q3 		$8.14K Hold
422
– – ﹤0.01% 451
2025
Q2 		$8.25K Buy
422
+4
+1% +$78 ﹤0.01% 360
2025
Q1 		$7.81K Buy
418
+3
+0.7% +$54 ﹤0.01% 346
2024
Q4 		$7.36K Sell
415
-141
-25% -$2.56K ﹤0.01% 284
2024
Q3 		$10.7K Buy
556
+5
+0.9% +$96 ﹤0.01% 246
2024
Q2 		$10.2K Buy
551
+5
+0.9% +$93 ﹤0.01% 220
2024
Q1 		$10.3K Sell
546
-256
-32% -$5.08K ﹤0.01% 227
2023
Q4 		$16.6K Buy
802
+7
+0.9% +$145 0.01% 170
2023
Q3 		$16.4K Buy
795
+4
+0.5% +$82 0.01% 159
2023
Q2 		$16.3K Buy
791
+9
+1% +$202 0.01% 138
2023
Q1 		$17.8K Sell
782
-1
-0.1% -$22 0.01% 136
2022
Q4 		$17.7K Sell
783
-373
-32% -$8.42K 0.01% 133
2022
Q3 		$25.6K Buy
+1,156
New +$28.2K 0.02% 106

Other funds holding IVOL

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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Highline Wealth Partners's IVOL Position: Q2 2026 in Review

Highline Wealth Partners reduced its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 67% in Q2 2026, selling an estimated $36 and leaving 1 share worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Highline Wealth Partners first reported a position in IVOL in Q3 2022 and has held it in 16 quarters since. The position peaked at $25.6K in Q3 2022. 17 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

  • Highline Wealth Partners held 1 share of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $22 as of Q2 2026.
  • Highline Wealth Partners sold 2 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2026, an estimated $36.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1407 holding.
  • Highline Wealth Partners first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $25.6K in Q3 2022.
  • 17 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.