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Howe & Rusling’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-110
Closed -$3K – 984
2020
Q4 		$3K Buy
+110
New +$3.03K ﹤0.01% 736

Other funds holding IVOL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Howe & Rusling's IVOL Position: Q1 2021 in Review

Howe & Rusling sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q1 2021, closing a stake of 110 shares — an estimated $3K sold.

Howe & Rusling first reported a position in IVOL in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 220 funds tracked by Wall St. Rank hold IVOL as of Q1 2021.

  • Howe & Rusling reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q1 2021 after selling out during the quarter.
  • Howe & Rusling sold 110 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2021, an estimated $3K.
  • Howe & Rusling first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2020 and held it in 1 quarter.
  • Howe & Rusling's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $3K in Q4 2020.
  • 220 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2021.

Based on Howe & Rusling's 13F filing for Q1 2021, filed 13 May 2021.