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

Independent Financial Group’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
2024
Q4 		– Sell
-30,905
Closed -$595K – 1200
2024
Q3 		$595K Buy
+30,905
New +$593K 0.02% 593

Other funds holding IVOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Financial Group's IVOL Position: Q4 2024 in Review

Independent Financial Group sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q4 2024, closing a stake of 30,905 shares — an estimated $595K sold.

Independent Financial Group first reported a position in IVOL in Q3 2024 and held it in 1 quarter. The position peaked at $595K in Q3 2024. 103 funds tracked by Wall St. Rank hold IVOL as of Q4 2024.

  • Independent Financial Group reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 30,905 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q4 2024, an estimated $595K.
  • Independent Financial Group first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2024 and held it in 1 quarter.
  • Independent Financial Group's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $595K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.