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

Hoover Financial 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
2021
Q2 		$2K Hold
70
– – ﹤0.01% 596
2021
Q1 		$2K Buy
+70
New +$2K ﹤0.01% 544

Other funds holding IVOL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Hoover Financial Advisors's IVOL Position: Q2 2021 in Review

Hoover Financial Advisors held its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) position steady in Q2 2021 at 70 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Hoover Financial Advisors first reported a position in IVOL in Q1 2021 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold IVOL as of Q2 2021.

  • Hoover Financial Advisors held 70 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $2K as of Q2 2021.
  • Hoover Financial Advisors left its Quadratic Interest Rate Volatility and Inflation Hedge ETF share count unchanged in Q2 2021.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #596 holding.
  • Hoover Financial Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2021 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.