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

IFP 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
2026
Q1 		$98.7K Hold
5,275
– – ﹤0.01% 1848
2025
Q4 		$101K Sell
5,275
-187
-3% -$3.61K ﹤0.01% 1781
2025
Q3 		$105K Sell
5,462
-15,193
-74% -$298K ﹤0.01% 1641
2025
Q2 		$404K Sell
20,655
-49,800
-71% -$966K 0.01% 927
2025
Q1 		$1.32M Sell
70,455
-12,951
-16% -$233K 0.04% 473
2024
Q4 		$1.48M Buy
83,406
+2,219
+3% +$40.4K 0.05% 423
2024
Q3 		$1.56M Sell
81,187
-1,675
-2% -$32.1K 0.06% 365
2024
Q2 		$1.53M Buy
82,862
+5,186
+7% +$96.1K 0.06% 329
2024
Q1 		$1.47M Buy
77,676
+11,242
+17% +$223K 0.06% 318
2023
Q4 		$1.37M Sell
66,434
-33,964
-34% -$703K 0.06% 321
2023
Q3 		$2.06M Sell
100,398
-37,361
-27% -$770K 0.09% 223
2023
Q2 		$2.84M Sell
137,759
-86,141
-38% -$1.93M 0.12% 181
2023
Q1 		$5.6M Sell
223,900
-307,733
-58% -$6.79M 0.24% 82
2022
Q4 		$13.4M Sell
531,633
-180,723
-25% -$4.08M 0.36% 48
2022
Q3 		$17.9M Buy
712,356
+23,638
+3% +$577K 0.47% 27
2022
Q2 		$17.3M Hold
688,718
– – 0.55% 22
2022
Q1 		$17.3M Buy
688,718
+183,885
+36% +$4.83M 0.55% 22
2021
Q4 		$13.6M Buy
504,833
+15,603
+3% +$427K 0.27% 40
2021
Q3 		$13.7M Sell
489,230
-43,990
-8% -$1.23M 0.27% 38
2021
Q2 		$14.7M Buy
533,220
+58,016
+12% +$1.65M 0.3% 30
2021
Q1 		$13.6M Buy
475,204
+283,065
+147% +$8.07M 0.26% 31
2020
Q4 		$5.38M Buy
192,139
+113,099
+143% +$3.12M 0.22% 78
2020
Q3 		$2.18M Buy
79,040
+40,864
+107% +$1.11M 0.13% 163
2020
Q2 		$1.03M Buy
38,176
+15,154
+66% +$406K 0.08% 255
2020
Q1 		$619K Buy
+23,022
New +$585K 0.06% 300

Other funds holding IVOL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return
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 $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

IFP Advisors's IVOL Position: Q1 2026 in Review

IFP Advisors held its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) position steady in Q1 2026 at 5,275 shares worth $98.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

IFP Advisors first reported a position in IVOL in Q1 2020 and has held it in 25 quarters since. The position peaked at $17.9M in Q3 2022. 78 funds tracked by Wall St. Rank hold IVOL as of Q1 2026.

  • IFP Advisors held 5,275 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $98.7K as of Q1 2026.
  • IFP Advisors left its Quadratic Interest Rate Volatility and Inflation Hedge ETF share count unchanged in Q1 2026.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1848 holding.
  • IFP Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2020 and has held it in 25 quarters since.
  • IFP Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $17.9M in Q3 2022.
  • 78 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.