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

Laidlaw 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
Q1 		– Sell
-139,135
Closed -$2.47M – 102
2024
Q4 		$2.47M Sell
139,135
-11,936
-8% -$217K 1.08% 22
2024
Q3 		$2.91M Buy
151,071
+6,548
+5% +$126K 1.44% 15
2024
Q2 		$2.68M Buy
144,523
+24,613
+21% +$456K 1.47% 17
2024
Q1 		$2.27M Buy
119,910
+18,040
+18% +$358K 1.27% 18
2023
Q4 		$2.11M Sell
101,870
-46,178
-31% -$955K 0.77% 32
2023
Q3 		$3.04M Sell
148,048
-11,446
-7% -$236K 1.01% 21
2023
Q2 		$3.28M Buy
159,494
+9,747
+7% +$219K 0.64% 39
2023
Q1 		$3.4M Buy
149,747
+10,421
+7% +$230K 0.69% 32
2022
Q4 		$3.15M Buy
139,326
+6,143
+5% +$139K 0.68% 38
2022
Q3 		$2.95M Buy
133,183
+5,329
+4% +$130K 0.69% 34
2022
Q2 		$3.24M Buy
127,854
+29,413
+30% +$750K 0.66% 36
2022
Q1 		$2.52M Buy
+98,441
New +$2.59M 0.42% 63

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Laidlaw Wealth Management's IVOL Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q1 2025, closing a stake of 139,135 shares — an estimated $2.47M sold.

Laidlaw Wealth Management first reported a position in IVOL in Q1 2022 and held it in 12 quarters. The position peaked at $3.4M in Q1 2023. 88 funds tracked by Wall St. Rank hold IVOL as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 139,135 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2025, an estimated $2.47M.
  • Laidlaw Wealth Management first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2022 and held it in 12 quarters.
  • Laidlaw Wealth Management's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $3.4M in Q1 2023.
  • 88 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.