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

Kingsview 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
2021
Q3 		– Sell
-25,687
Closed -$709K – 947
2021
Q2 		$709K Sell
25,687
-9,137
-26% -$260K 0.04% 469
2021
Q1 		$990K Buy
+34,824
New +$993K 0.06% 334

Other funds holding IVOL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Kingsview Wealth Management's IVOL Position: Q3 2021 in Review

Kingsview Wealth Management sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q3 2021, closing a stake of 25,687 shares — an estimated $709K sold.

Kingsview Wealth Management first reported a position in IVOL in Q1 2021 and held it in 2 quarters. The position peaked at $990K in Q1 2021. 244 funds tracked by Wall St. Rank hold IVOL as of Q3 2021.

  • Kingsview Wealth Management reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q3 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 25,687 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q3 2021, an estimated $709K.
  • Kingsview Wealth Management first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2021 and held it in 2 quarters.
  • Kingsview Wealth Management's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $990K in Q1 2021.
  • 244 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q3 2021.

Based on Kingsview Wealth Management's 13F filing for Q3 2021, filed 3 Dec 2021.