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Kestra Private Wealth Services’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Kestra Private Wealth 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
2020
Q4 		– Sell
-27,538
Closed -$755K – 765
2020
Q3 		$755K Buy
+27,538
New +$750K 0.07% 295

Other funds holding IVOL

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WP
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VIM
VCU Investment Management Richmond, Virginia $68.6M AUM
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Kestra Private Wealth Services's IVOL Position: Q4 2020 in Review

Kestra Private Wealth Services sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q4 2020, closing a stake of 27,538 shares — an estimated $755K sold.

Kestra Private Wealth Services first reported a position in IVOL in Q3 2020 and held it in 1 quarter. The position peaked at $755K in Q3 2020. 106 funds tracked by Wall St. Rank hold IVOL as of Q4 2020.

  • Kestra Private Wealth Services reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q4 2020 after selling out during the quarter.
  • Kestra Private Wealth Services sold 27,538 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q4 2020, an estimated $755K.
  • Kestra Private Wealth Services first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2020 and held it in 1 quarter.
  • Kestra Private Wealth Services's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $755K in Q3 2020.
  • 106 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2020.

Based on Kestra Private Wealth Services's 13F filing for Q4 2020, filed 21 Jan 2021.