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

Kiker 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
2025
Q3 		– Sell
-52
Closed -$1.02K – 440
2025
Q2 		$1.02K Hold
52
– – ﹤0.01% 529
2025
Q1 		$971 Buy
+52
New +$937 ﹤0.01% 608

Other funds holding IVOL

TIM
Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kiker Wealth Management's IVOL Position: Q3 2025 in Review

Kiker Wealth Management sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q3 2025, closing a stake of 52 shares — an estimated $1.02K sold.

Kiker Wealth Management first reported a position in IVOL in Q1 2025 and held it in 2 quarters. The position peaked at $1.02K in Q2 2025. 89 funds tracked by Wall St. Rank hold IVOL as of Q3 2025.

  • Kiker Wealth Management reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 52 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q3 2025, an estimated $1.02K.
  • Kiker Wealth Management first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $1.02K in Q2 2025.
  • 89 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.