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

Peak Financial 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
2021
Q3 		– Sell
-327,516
Closed -$9.05M – 75
2021
Q2 		$9.05M Sell
327,516
-180,003
-35% -$5.12M 7.78% 1
2021
Q1 		$14.5M Buy
507,519
+153,337
+43% +$4.37M 12.23% 1
2020
Q4 		$9.91M Buy
+354,182
New +$9.77M 8.53% 1

Other funds holding IVOL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Peak Financial Advisors's IVOL Position: Q3 2021 in Review

Peak Financial Advisors sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q3 2021, closing a stake of 327,516 shares — an estimated $9.05M sold.

Peak Financial Advisors first reported a position in IVOL in Q4 2020 and held it in 3 quarters. The position peaked at $14.5M in Q1 2021. 244 funds tracked by Wall St. Rank hold IVOL as of Q3 2021.

  • Peak Financial Advisors reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q3 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 327,516 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q3 2021, an estimated $9.05M.
  • Peak Financial Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2020 and held it in 3 quarters.
  • Peak Financial Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $14.5M in Q1 2021.
  • 244 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q3 2021.

Based on Peak Financial Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.