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

HRT Financial’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 		$231K Buy
+13,370
New +$241K ﹤0.01% 3310
2026
Q1 		– Sell
-26,533
Closed -$508K – 4252
2025
Q4 		$508K Sell
26,533
-370
-1% -$7.14K ﹤0.01% 2092
2025
Q3 		$518K Buy
+26,903
New +$527K ﹤0.01% 1876
2021
Q3 		– Sell
-8,393
Closed -$231K – 3505
2021
Q2 		$231K Buy
+8,393
New +$239K ﹤0.01% 2308

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

HRT Financial's IVOL Position: Q2 2026 in Review

HRT Financial opened a new position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2026: 13,370 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #3310 among its holdings. This is a return to the name: HRT Financial previously reported a position in IVOL as recently as Q4 2025.

HRT Financial first reported a position in IVOL in Q2 2021 and has held it in 4 quarters since. The position peaked at $518K in Q3 2025. 68 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

  • HRT Financial held 13,370 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $231K as of Q2 2026.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF was a new HRT Financial position in Q2 2026.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #3310 holding.
  • HRT Financial first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q2 2021 and has held it in 4 quarters since.
  • HRT Financial's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $518K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.