Pillar Wealth Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Pillar Wealth 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
2023 Q3	–	Sell	-9,924	Closed	-$204K	–	69
2023 Q2	$204K	Buy	9,924 +44	+0.4%	+$987	0.17%	67
2023 Q1	$224K	Sell	9,880 -4,364	-31%	-$96.3K	0.22%	62
2022 Q4	$322K	Sell	14,244 -14,238	-50%	-$322K	0.31%	52
2022 Q3	$631K	Buy	28,482 +41	+0.1%	+$1K	0.63%	34
2022 Q2	$721K	Buy	28,441 +42	+0.1%	+$1.07K	0.73%	30
2022 Q1	$728K	Sell	28,399 -1,496	-5%	-$39.3K	0.7%	25
2021 Q4	$803K	Buy	+29,895	New	+$817K	0.76%	26

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

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

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

RJA

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

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

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

Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Pillar Wealth Advisors's IVOL Position: Q3 2023 in Review

Pillar Wealth Advisors sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q3 2023, closing a stake of 9,924 shares — an estimated $204K sold.

Pillar Wealth Advisors first reported a position in IVOL in Q4 2021 and held it in 7 quarters. The position peaked at $803K in Q4 2021. 138 funds tracked by Wall St. Rank hold IVOL as of Q3 2023.

Pillar Wealth Advisors reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q3 2023 after selling out during the quarter.
Pillar Wealth Advisors sold 9,924 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q3 2023, an estimated $204K.
Pillar Wealth Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2021 and held it in 7 quarters.
Pillar Wealth Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $803K in Q4 2021.
138 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q3 2023.

Based on Pillar Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.