Lowe Wealth Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Lowe Wealth Advisors’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 Q3	$125K	Hold	6,500	–	–	0.05%	81
2025 Q2	$127K	Sell	6,500 -200	-3%	-$3.88K	0.05%	79
2025 Q1	$125K	Hold	6,700	–	–	0.05%	72
2024 Q4	$119K	Sell	6,700 -1,750	-21%	-$31.8K	0.05%	76
2024 Q3	$163K	Buy	8,450 +250	+3%	+$4.79K	0.07%	57
2024 Q2	$152K	Hold	8,200	–	–	0.07%	56
2024 Q1	$155K	Sell	8,200 -13,165	-62%	-$261K	0.07%	56
2023 Q4	$442K	Sell	21,365 -50	-0.2%	-$1.03K	0.22%	33
2023 Q3	$440K	Hold	21,415	–	–	0.23%	30
2023 Q2	$441K	Sell	21,415 -750	-3%	-$16.8K	0.22%	34
2023 Q1	$504K	Sell	22,165 -3,690	-14%	-$81.4K	0.27%	28
2022 Q4	$585K	Sell	25,855 -3,310	-11%	-$74.8K	0.32%	29
2022 Q3	$646K	Sell	29,165 -20,097	-41%	-$490K	0.38%	22
2022 Q2	$1.25M	Sell	49,262 -1,850	-4%	-$47.2K	0.68%	17
2022 Q1	$1.31M	Sell	51,112 -6,403	-11%	-$168K	0.59%	21
2021 Q4	$1.54M	Buy	57,515 +3,300	+6%	+$90.2K	0.68%	17
2021 Q3	$1.51M	Buy	54,215 +24,555	+83%	+$685K	0.72%	15
2021 Q2	$819K	Buy	29,660 +22,375	+307%	+$637K	0.39%	22
2021 Q1	$208K	Buy	7,285 +7,160	+5,728%	+$204K	0.1%	39
2020 Q4	$3K	Hold	125	–	–	﹤0.01%	225
2020 Q3	$3K	Buy	+125	New	+$3.4K	﹤0.01%	220

Other funds holding IVOL

TIM

Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lowe Wealth Advisors's IVOL Position: Q3 2025 in Review

Lowe Wealth Advisors held its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) position steady in Q3 2025 at 6,500 shares worth $125K. The position accounts for 0.05% of the portfolio, ranked #81.

Lowe Wealth Advisors first reported a position in IVOL in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.54M in Q4 2021. 89 funds tracked by Wall St. Rank hold IVOL as of Q3 2025.

Lowe Wealth Advisors held 6,500 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $125K as of Q3 2025.
Lowe Wealth Advisors left its Quadratic Interest Rate Volatility and Inflation Hedge ETF share count unchanged in Q3 2025.
Quadratic Interest Rate Volatility and Inflation Hedge ETF made up 0.05% of Lowe Wealth Advisors's portfolio in Q3 2025, its #81 holding.
Lowe Wealth Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2020 and has held it in 21 quarters since.
Lowe Wealth Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $1.54M in Q4 2021.
89 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.