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Highland Investment Advisors LLC’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Highland Investment Advisors LLC’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 		$2.59K Buy
+150
New +$2.71K ﹤0.01% 477

Other funds holding IVOL

OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 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
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
BPWM
BCS Private Wealth Management Rumson, New Jersey $332M AUM 23.51% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Highland Investment Advisors LLC's IVOL Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2026: 150 shares worth $2.59K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings.

53 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

  • Highland Investment Advisors LLC held 150 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $2.59K as of Q2 2026.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF was a new Highland Investment Advisors LLC position in Q2 2026.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #477 holding.
  • 53 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.