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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return
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 $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Larson Financial Group's IVOL Position: Q1 2026 in Review

Larson Financial Group reduced its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 81% in Q1 2026, selling an estimated $20.1K and leaving 254 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #2636.

Larson Financial Group first reported a position in IVOL in Q1 2021 and has held it in 21 quarters since. The position peaked at $25.3K in Q2 2025. 78 funds tracked by Wall St. Rank hold IVOL as of Q1 2026.

  • Larson Financial Group held 254 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $4.75K as of Q1 2026.
  • Larson Financial Group sold 1,063 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2026, an estimated $20.1K.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2636 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 21 quarters since.
  • Larson Financial Group's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $25.3K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.