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Larson Financial Group’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Larson Financial Group’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
2026
Q2 		$4.43K Buy
256
+2
+0.8% +$36 ﹤0.01% 2823
2026
Q1 		$4.75K Sell
254
-1,063
-81% -$20.1K ﹤0.01% 2636
2025
Q4 		$25.2K Buy
1,317
+12
+0.9% +$232 ﹤0.01% 1582
2025
Q3 		$25.2K Buy
1,305
+12
+0.9% +$235 ﹤0.01% 1511
2025
Q2 		$25.3K Buy
1,293
+12
+0.9% +$233 ﹤0.01% 1365
2025
Q1 		$23.9K Buy
1,281
+11
+0.9% +$198 ﹤0.01% 1294
2024
Q4 		$22.5K Buy
1,270
+11
+0.9% +$200 ﹤0.01% 1168
2024
Q3 		$24.2K Buy
1,259
+12
+1% +$230 ﹤0.01% 1128
2024
Q2 		$23.1K Buy
1,247
+11
+0.9% +$204 ﹤0.01% 1014
2024
Q1 		$23.4K Buy
1,236
+15
+1% +$298 ﹤0.01% 855
2023
Q4 		$25.3K Buy
1,221
+11
+0.9% +$228 ﹤0.01% 791
2023
Q3 		$24.9K Buy
1,210
+159
+15% +$3.28K ﹤0.01% 763
2023
Q2 		$21.6K Buy
1,051
+10
+1% +$224 ﹤0.01% 720
2023
Q1 		$23.7K Buy
1,041
+235
+29% +$5.18K ﹤0.01% 703
2022
Q4 		$18.2K Buy
806
+7
+0.9% +$158 ﹤0.01% 715
2022
Q3 		$18K Buy
799
+7
+0.9% +$171 ﹤0.01% 653
2022
Q2 		$20K Buy
792
+184
+30% +$4.69K ﹤0.01% 549
2022
Q1 		$16K Buy
608
+6
+1% +$158 ﹤0.01% 557
2021
Q4 		$16K Buy
602
+64
+12% +$1.75K ﹤0.01% 595
2021
Q3 		$15K Buy
538
+142
+36% +$3.96K ﹤0.01% 522
2021
Q2 		$11K Buy
396
+59
+18% +$1.68K ﹤0.01% 537
2021
Q1 		$10K Buy
+337
New +$9.61K ﹤0.01% 547

Other funds holding IVOL

OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM

Larson Financial Group's IVOL Position: Q2 2026 in Review

Larson Financial Group increased its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 0.79% in Q2 2026, buying an estimated $36 and bringing the position to 256 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

Larson Financial Group first reported a position in IVOL in Q1 2021 and has held it in 22 quarters since. The position peaked at $25.3K in Q2 2025. 68 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

  • Larson Financial Group held 256 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $4.43K as of Q2 2026.
  • Larson Financial Group bought 2 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2026, an estimated $36.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2823 holding.
  • Larson Financial Group first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2021 and has held it in 22 quarters since.
  • Larson Financial Group's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $25.3K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.