LMKC
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L.M. Kohn & Company’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

L.M. Kohn & Company’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
Q4 		– Sell
-19,279
Closed -$371K – 279
2024
Q3 		$371K Buy
+19,279
New +$370K 0.09% 180

Other funds holding IVOL

Bank of America
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

L.M. Kohn & Company's IVOL Position: Q4 2024 in Review

L.M. Kohn & Company sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q4 2024, closing a stake of 19,279 shares — an estimated $371K sold.

L.M. Kohn & Company first reported a position in IVOL in Q3 2024 and held it in 1 quarter. The position peaked at $371K in Q3 2024. 103 funds tracked by Wall St. Rank hold IVOL as of Q4 2024.

  • L.M. Kohn & Company reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q4 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 19,279 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q4 2024, an estimated $371K.
  • L.M. Kohn & Company first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2024 and held it in 1 quarter.
  • L.M. Kohn & Company's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $371K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2024.

Based on L.M. Kohn & Company's 13F filing for Q4 2024, filed 30 Jan 2025.