Janiczek Wealth Management’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Janiczek Wealth Management’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 Q2	$987	Hold	53	–	–	﹤0.01%	928
2024 Q1	$1K	Buy	53 +1	+2%	+$20	﹤0.01%	944
2023 Q4	$1.08K	Hold	52	–	–	﹤0.01%	926
2023 Q3	$1.06K	Buy	52 +1	+2%	+$21	﹤0.01%	912
2023 Q2	$1.05K	Hold	51	–	–	﹤0.01%	841
2023 Q1	$1.15K	Buy	51 +1	+2%	+$22	﹤0.01%	833
2022 Q4	$1.14K	Sell	50 -122	-71%	-$2.75K	﹤0.01%	845
2022 Q3	$4K	Sell	172 -48	-22%	-$1.17K	﹤0.01%	687
2022 Q2	$6K	Buy	220 +2	+0.9%	+$51	﹤0.01%	638
2022 Q1	$6K	Buy	218 +3	+1%	+$79	﹤0.01%	646
2021 Q4	$6K	Buy	215 +1	+0.5%	+$27	﹤0.01%	673
2021 Q3	$6K	Buy	214 +12	+6%	+$335	﹤0.01%	662
2021 Q2	$6K	Buy	202 +62	+44%	+$1.76K	﹤0.01%	636
2021 Q1	$4K	Buy	+140	New	+$3.99K	﹤0.01%	676

Other funds holding IVOL

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Janiczek Wealth Management's IVOL Position: Q2 2024 in Review

Janiczek Wealth Management held its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) position steady in Q2 2024 at 53 shares worth $987. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Janiczek Wealth Management first reported a position in IVOL in Q1 2021 and has held it in 14 quarters since. The position peaked at $6K in Q2 2022. 115 funds tracked by Wall St. Rank hold IVOL as of Q2 2024.

Janiczek Wealth Management held 53 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $987 as of Q2 2024.
Janiczek Wealth Management left its Quadratic Interest Rate Volatility and Inflation Hedge ETF share count unchanged in Q2 2024.
Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #928 holding.
Janiczek Wealth Management first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2021 and has held it in 14 quarters since.
Janiczek Wealth Management's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $6K in Q2 2022.
115 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.