HH
IVOL icon

Hilltop Holdings’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Hilltop Holdings’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 		– Sell
-309,674
Closed -$5.79M – 703
2026
Q1 		$5.79M Buy
309,674
+296,275
+2,211% +$5.6M 0.52% 42
2025
Q4 		$257K Sell
13,399
-127,357
-90% -$2.46M 0.02% 760
2025
Q3 		$2.71M Buy
140,756
+118,978
+546% +$2.33M 0.14% 161
2025
Q2 		$426K Sell
21,778
-8,218
-27% -$159K 0.03% 574
2025
Q1 		$560K Hold
29,996
– – 0.04% 480
2024
Q4 		$532K Sell
29,996
-124
-0.4% -$2.26K 0.03% 481
2024
Q3 		$580K Sell
30,120
-835
-3% -$16K 0.04% 450
2024
Q2 		$573K Sell
30,955
-6,817
-18% -$126K 0.07% 331
2024
Q1 		$715K Buy
37,772
+7,388
+24% +$147K 0.07% 289
2023
Q4 		$628K Buy
30,384
+2,199
+8% +$45.5K 0.07% 299
2023
Q3 		$579K Buy
+28,185
New +$581K 0.07% 306
2022
Q2 		– Sell
-20,899
Closed -$535K – 552
2022
Q1 		$535K Buy
20,899
+2,488
+14% +$65.4K 0.06% 294
2021
Q4 		$494K Buy
18,411
+1,539
+9% +$42.1K 0.05% 345
2021
Q3 		$470K Buy
+16,872
New +$471K 0.05% 355

Other funds holding IVOL

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 $369B AUM 28.27% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM

Hilltop Holdings's IVOL Position: Q2 2026 in Review

Hilltop Holdings sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2026, closing a stake of 309,674 shares — an estimated $5.79M sold.

Hilltop Holdings first reported a position in IVOL in Q3 2021 and held it in 14 quarters. The position peaked at $5.79M in Q1 2026. 68 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

  • Hilltop Holdings reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q2 2026 after selling out during the quarter.
  • Hilltop Holdings sold 309,674 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2026, an estimated $5.79M.
  • Hilltop Holdings first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2021 and held it in 14 quarters.
  • Hilltop Holdings's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $5.79M in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.