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Insigneo Advisory Services’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Insigneo Advisory Services’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
2025
Q4 		– Sell
-11,764
Closed -$227K – 804
2025
Q3 		$227K Buy
+11,764
New +$230K 0.02% 599

Other funds holding IVOL

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TIM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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

Insigneo Advisory Services's IVOL Position: Q4 2025 in Review

Insigneo Advisory Services sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q4 2025, closing a stake of 11,764 shares — an estimated $227K sold.

Insigneo Advisory Services first reported a position in IVOL in Q3 2025 and held it in 1 quarter. The position peaked at $227K in Q3 2025. 91 funds tracked by Wall St. Rank hold IVOL as of Q4 2025.

  • Insigneo Advisory Services reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q4 2025 after selling out during the quarter.
  • Insigneo Advisory Services sold 11,764 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q4 2025, an estimated $227K.
  • Insigneo Advisory Services first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2025 and held it in 1 quarter.
  • Insigneo Advisory Services's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $227K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.