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

Rational 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
2020
Q4 		– Sell
-6,958
Closed -$191K – 411
2020
Q3 		$191K Buy
+6,958
New +$190K 0.08% 131

Other funds holding IVOL

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VIM
VCU Investment Management Richmond, Virginia $68.6M AUM
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Rational Advisors's IVOL Position: Q4 2020 in Review

Rational Advisors sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q4 2020, closing a stake of 6,958 shares — an estimated $191K sold.

Rational Advisors first reported a position in IVOL in Q3 2020 and held it in 1 quarter. The position peaked at $191K in Q3 2020. 106 funds tracked by Wall St. Rank hold IVOL as of Q4 2020.

  • Rational Advisors reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 6,958 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q4 2020, an estimated $191K.
  • Rational Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2020 and held it in 1 quarter.
  • Rational Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $191K in Q3 2020.
  • 106 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.