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Peterson Financial Group’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Peterson Financial 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 		$6.61K Buy
+343
New +$6.58K 0.03% 258

Other funds holding IVOL

Bank of America
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 $176M AUM 45.89% 1-Year Est. Return
Royal Bank of Canada
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
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peterson Financial Group's IVOL Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q3 2024: 343 shares worth $6.61K. The stake represents 0.03% of the portfolio and ranks #258 among its holdings.

126 funds tracked by Wall St. Rank hold IVOL as of Q3 2024.

  • Peterson Financial Group held 343 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $6.61K as of Q3 2024.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF was a new Peterson Financial Group position in Q3 2024.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #258 holding.
  • 126 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.