JSW
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Journey Strategic Wealth’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Journey Strategic Wealth’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
2023
Q1 		– Sell
-9,990
Closed -$226K – 268
2022
Q4 		$226K Buy
+9,990
New +$226K 0.03% 189

Other funds holding IVOL

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Journey Strategic Wealth's IVOL Position: Q1 2023 in Review

Journey Strategic Wealth sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q1 2023, closing a stake of 9,990 shares — an estimated $226K sold.

Journey Strategic Wealth first reported a position in IVOL in Q4 2022 and held it in 1 quarter. The position peaked at $226K in Q4 2022. 136 funds tracked by Wall St. Rank hold IVOL as of Q1 2023.

  • Journey Strategic Wealth reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q1 2023 after selling out during the quarter.
  • Journey Strategic Wealth sold 9,990 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2023, an estimated $226K.
  • Journey Strategic Wealth first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2022 and held it in 1 quarter.
  • Journey Strategic Wealth's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $226K in Q4 2022.
  • 136 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2023.

Based on Journey Strategic Wealth's 13F filing for Q1 2023, filed 12 May 2023.