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

MCF 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
2026
Q1 		$20K Buy
1,067
+337
+46% +$6.37K ﹤0.01% 822
2025
Q4 		$14K Sell
730
-8,932
-92% -$172K ﹤0.01% 760
2025
Q3 		$186K Buy
9,662
+2,592
+37% +$50.8K 0.01% 257
2025
Q2 		$138K Sell
7,070
-58
-0.8% -$1.13K 0.01% 274
2025
Q1 		$133K Sell
7,128
-381
-5% -$6.86K 0.01% 268
2024
Q4 		$133K Sell
7,509
-765
-9% -$13.9K 0.01% 277
2024
Q3 		$159K Buy
8,274
+450
+6% +$8.63K 0.01% 256
2024
Q2 		$145K Buy
+7,824
New +$145K 0.01% 261

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

MCF Advisors's IVOL Position: Q1 2026 in Review

MCF Advisors increased its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 46% in Q1 2026, buying an estimated $6.37K and bringing the position to 1,067 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

MCF Advisors first reported a position in IVOL in Q2 2024 and has held it in 8 quarters since. The position peaked at $186K in Q3 2025. 78 funds tracked by Wall St. Rank hold IVOL as of Q1 2026.

  • MCF Advisors held 1,067 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $20K as of Q1 2026.
  • MCF Advisors bought 337 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2026, an estimated $6.37K.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #822 holding.
  • MCF Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q2 2024 and has held it in 8 quarters since.
  • MCF Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $186K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.