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

Painted Porch 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	-540	Closed	-$10.4K	–	246
2025 Q3	$10.4K	Hold	540	–	–	﹤0.01%	282
2025 Q2	$10.6K	Hold	540	–	–	﹤0.01%	272
2025 Q1	$10.1K	Hold	540	–	–	﹤0.01%	272
2024 Q4	$9.58K	Hold	540	–	–	﹤0.01%	267
2024 Q3	$10.4K	Buy	+540	New	+$10.4K	0.01%	241

Other funds holding IVOL

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 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 $697M AUM 29.98% 1-Year Est. Return

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

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

Painted Porch Advisors's IVOL Position: Q4 2025 in Review

Painted Porch Advisors sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q4 2025, closing a stake of 540 shares — an estimated $10.4K sold.

Painted Porch Advisors first reported a position in IVOL in Q3 2024 and held it in 5 quarters. The position peaked at $10.6K in Q2 2025. 91 funds tracked by Wall St. Rank hold IVOL as of Q4 2025.

Painted Porch Advisors reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 540 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q4 2025, an estimated $10.4K.
Painted Porch Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2024 and held it in 5 quarters.
Painted Porch Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $10.6K in Q2 2025.
91 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.