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Prestige Wealth Management Group’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Prestige Wealth Management 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
2022
Q3 		– Sell
-5,117
Closed -$130K – 1013
2022
Q2 		$130K Sell
5,117
-28,940
-85% -$738K 0.04% 157
2022
Q1 		$873K Buy
34,057
+1,239
+4% +$32.6K 0.21% 56
2021
Q4 		$881K Sell
32,818
-418
-1% -$11.4K 0.21% 54
2021
Q3 		$926K Buy
+33,236
New +$928K 0.24% 50

Other funds holding IVOL

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Prestige Wealth Management Group's IVOL Position: Q3 2022 in Review

Prestige Wealth Management Group sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q3 2022, closing a stake of 5,117 shares — an estimated $130K sold.

Prestige Wealth Management Group first reported a position in IVOL in Q3 2021 and held it in 4 quarters. The position peaked at $926K in Q3 2021. 174 funds tracked by Wall St. Rank hold IVOL as of Q3 2022.

  • Prestige Wealth Management Group reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q3 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 5,117 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q3 2022, an estimated $130K.
  • Prestige Wealth Management Group first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2021 and held it in 4 quarters.
  • Prestige Wealth Management Group's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $926K in Q3 2021.
  • 174 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q3 2022.

Based on Prestige Wealth Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.