Oliver Lagore Vanvalin Investment Group’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024 Q3	–	Sell	-70	Closed	-$1.3K	–	723
2024 Q2	$1.3K	Hold	70	–	–	﹤0.01%	635
2024 Q1	$1.32K	Hold	70	–	–	﹤0.01%	644
2023 Q4	$1.45K	Hold	70	–	–	﹤0.01%	654
2023 Q3	$1.44K	Hold	70	–	–	﹤0.01%	725
2023 Q2	$1.44K	Hold	70	–	–	﹤0.01%	674
2023 Q1	$1.59K	Sell	70 -35	-33%	-$772	﹤0.01%	602
2022 Q4	$2.37K	Hold	105	–	–	﹤0.01%	545
2022 Q3	$2K	Sell	105 -562	-84%	-$13.7K	﹤0.01%	529
2022 Q2	$17K	Buy	667 +3	+0.5%	+$76	0.01%	275
2022 Q1	$17K	Buy	+664	New	+$17.4K	0.01%	271

Other funds holding IVOL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

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

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's IVOL Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q3 2024, closing a stake of 70 shares — an estimated $1.3K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IVOL in Q1 2022 and held it in 10 quarters. The position peaked at $17K in Q2 2022. 126 funds tracked by Wall St. Rank hold IVOL as of Q3 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q3 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 70 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q3 2024, an estimated $1.3K.
Oliver Lagore Vanvalin Investment Group first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2022 and held it in 10 quarters.
Oliver Lagore Vanvalin Investment Group's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $17K in Q2 2022.
126 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.