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

Realta Investment 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
2026 Q2	$6.92K	Buy	+400	New	+$7.21K	﹤0.01%	330
2024 Q3	–	Sell	-3,367	Closed	-$62.3K	–	551
2024 Q2	$62.3K	Sell	3,367 -491	-13%	-$9.1K	0.01%	511
2024 Q1	$73K	Buy	+3,858	New	+$76.6K	0.02%	515
2023 Q4	–	Sell	-4,313	Closed	-$88.8K	–	610
2023 Q3	$88.8K	Hold	4,313	–	–	0.02%	471
2023 Q2	$88.8K	Buy	+4,313	New	+$96.7K	0.02%	498
2022 Q1	–	Sell	-11,228	Closed	-$301K	–	442
2021 Q4	$301K	Buy	11,228 +887	+9%	+$24.2K	0.07%	312
2021 Q3	$288K	Buy	+10,341	New	+$289K	0.07%	307

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

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Realta Investment Advisors's IVOL Position: Q2 2026 in Review

Realta Investment Advisors opened a new position in Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2026: 400 shares worth $6.92K. The stake represents ﹤0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in IVOL as recently as Q2 2024.

Realta Investment Advisors first reported a position in IVOL in Q3 2021 and has held it in 7 quarters since. The position peaked at $301K in Q4 2021. 68 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

Realta Investment Advisors held 400 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $6.92K as of Q2 2026.
Quadratic Interest Rate Volatility and Inflation Hedge ETF was a new Realta Investment Advisors position in Q2 2026.
Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #330 holding.
Realta Investment Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2021 and has held it in 7 quarters since.
Realta Investment Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $301K in Q4 2021.
68 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.