HighTower Advisors
IVOL icon

HighTower Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

HighTower Advisors’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 		$1.5M Buy
80,155
+8,800
+12% +$166K ﹤0.01% 1904
2025
Q4 		$1.37M Sell
71,355
-33,650
-32% -$650K ﹤0.01% 1918
2025
Q3 		$2.02M Sell
105,005
-35,469
-25% -$695K ﹤0.01% 1629
2025
Q2 		$2.75M Sell
140,474
-120,850
-46% -$2.34M ﹤0.01% 1398
2025
Q1 		$4.88M Sell
261,324
-27,995
-10% -$504K 0.01% 1061
2024
Q4 		$5.13M Sell
289,319
-108,973
-27% -$1.98M 0.01% 1035
2024
Q3 		$7.67M Buy
398,292
+278,193
+232% +$5.33M 0.01% 856
2024
Q2 		$2.23M Buy
120,099
+90,069
+300% +$1.67M ﹤0.01% 1383
2024
Q1 		$571K Sell
30,030
-100,764
-77% -$2M ﹤0.01% 2185
2023
Q4 		$2.7M Buy
130,794
+44,877
+52% +$929K ﹤0.01% 1273
2023
Q3 		$1.77M Buy
85,917
+13,041
+18% +$269K ﹤0.01% 1443
2023
Q2 		$1.5M Buy
72,876
+34,381
+89% +$771K ﹤0.01% 1519
2023
Q1 		$876K Sell
38,495
-4,498
-10% -$99.3K ﹤0.01% 1749
2022
Q4 		$971K Sell
42,993
-2,265
-5% -$51.2K ﹤0.01% 1693
2022
Q3 		$1M Sell
45,258
-17,948
-28% -$438K ﹤0.01% 1605
2022
Q2 		$1.6M Sell
63,206
-17,326
-22% -$442K ﹤0.01% 1374
2022
Q1 		$2.06M Sell
80,532
-496,867
-86% -$13.1M ﹤0.01% 1357
2021
Q4 		$15.5M Buy
577,399
+149,771
+35% +$4.09M 0.03% 458
2021
Q3 		$11.9M Buy
427,628
+26,504
+7% +$740K 0.03% 475
2021
Q2 		$11.1M Buy
401,124
+38,161
+11% +$1.09M 0.03% 480
2021
Q1 		$10.4M Buy
362,963
+241,909
+200% +$6.9M 0.03% 471
2020
Q4 		$3.39M Buy
121,054
+70,703
+140% +$1.95M 0.01% 711
2020
Q3 		$1.38M Buy
50,351
+24,003
+91% +$654K 0.01% 1050
2020
Q2 		$714K Buy
+26,348
New +$706K ﹤0.01% 1277

Other funds holding IVOL

JP Morgan Chase
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
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

HighTower Advisors's IVOL Position: Q1 2026 in Review

HighTower Advisors increased its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 12% in Q1 2026, buying an estimated $166K and bringing the position to 80,155 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

HighTower Advisors first reported a position in IVOL in Q2 2020 and has held it in 24 quarters since. The position peaked at $15.5M in Q4 2021. 78 funds tracked by Wall St. Rank hold IVOL as of Q1 2026.

  • HighTower Advisors held 80,155 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $1.5M as of Q1 2026.
  • HighTower Advisors bought 8,800 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2026, an estimated $166K.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1904 holding.
  • HighTower Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q2 2020 and has held it in 24 quarters since.
  • HighTower Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $15.5M in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.