LRI Investments’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

LRI Investments’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	$156K	Buy	+9,000	New	+$162K	0.01%	374

Other funds holding IVOL

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

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return