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

Mutual 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
Q4 		– Sell
-156,307
Closed -$3.05M – 1314
2025
Q3 		$3.05M Buy
+156,307
New +$3.06M 0.07% 273
2022
Q3 		– Sell
-47,807
Closed -$1.21M – 909
2022
Q2 		$1.21M Buy
47,807
+29,390
+160% +$749K 0.08% 288
2022
Q1 		$472K Buy
+18,417
New +$484K 0.03% 587

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Mutual Advisors's IVOL Position: Q4 2025 in Review

Mutual Advisors sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q4 2025, closing a stake of 156,307 shares — an estimated $3.05M sold.

Mutual Advisors first reported a position in IVOL in Q1 2022 and held it in 3 quarters. The position peaked at $3.05M in Q3 2025. 91 funds tracked by Wall St. Rank hold IVOL as of Q4 2025.

  • Mutual Advisors reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q4 2025 after selling out during the quarter.
  • Mutual Advisors sold 156,307 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q4 2025, an estimated $3.05M.
  • Mutual Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2022 and held it in 3 quarters.
  • Mutual Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $3.05M in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2025.

Based on Mutual Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.