Professional Financial Management’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Professional Financial Management’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	$3.06M	Buy	177,105 +8,461	+5%	+$153K	3.11%	12
2026 Q1	$3.16M	Buy	168,644 +12,124	+8%	+$229K	3.28%	11
2025 Q4	$3M	Buy	+156,520	New	+$3.02M	3.4%	11

Other funds holding IVOL

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

BPWM

BCS Private Wealth Management Rumson, New Jersey $332M AUM 23.51% 1-Year Est. Return

Professional Financial Management's IVOL Position: Q2 2026 in Review

Professional Financial Management increased its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 5% in Q2 2026, buying an estimated $153K and bringing the position to 177,105 shares worth $3.06M. The position accounts for 3.11% of the portfolio, ranked #12.

Professional Financial Management first reported a position in IVOL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.16M in Q1 2026. 68 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

Professional Financial Management held 177,105 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $3.06M as of Q2 2026.
Professional Financial Management bought 8,461 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2026, an estimated $153K.
Quadratic Interest Rate Volatility and Inflation Hedge ETF made up 3.11% of Professional Financial Management's portfolio in Q2 2026, its #12 holding.
Professional Financial Management first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2025 and has held it in 3 quarters since.
Professional Financial Management's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $3.16M in Q1 2026.
68 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on Professional Financial Management's 13F filing for Q2 2026, filed 15 Jul 2026.