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

Parkside 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	$6.69M	Sell	386,640 -17,425	-4%	-$314K	0.74%	39
2026 Q1	$7.56M	Buy	404,065 +14,940	+4%	+$282K	0.92%	36
2025 Q4	$7.46M	Buy	389,125 +9,940	+3%	+$192K	0.94%	33
2025 Q3	$7.31M	Buy	+379,185	New	+$7.43M	0.91%	37

Other funds holding IVOL

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

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

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

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

BCA

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

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

MFG

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Parkside Investments's IVOL Position: Q2 2026 in Review

Parkside Investments reduced its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 4.3% in Q2 2026, selling an estimated $314K and leaving 386,640 shares worth $6.69M. The position accounts for 0.74% of the portfolio, ranked #39.

Parkside Investments first reported a position in IVOL in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.56M in Q1 2026. 17 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

Parkside Investments held 386,640 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $6.69M as of Q2 2026.
Parkside Investments sold 17,425 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2026, an estimated $314K.
Quadratic Interest Rate Volatility and Inflation Hedge ETF made up 0.74% of Parkside Investments's portfolio in Q2 2026, its #39 holding.
Parkside Investments first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2025 and has held it in 4 quarters since.
Parkside Investments's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $7.56M in Q1 2026.
17 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.