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

Regal 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 		$3.07M Sell
177,461
-69,665
-28% -$1.26M 0.16% 154
2026
Q1 		$4.62M Buy
247,126
+6,321
+3% +$119K 0.27% 102
2025
Q4 		$4.61M Sell
240,805
-17,424
-7% -$336K 0.28% 93
2025
Q3 		$4.98M Sell
258,229
-19,433
-7% -$381K 0.32% 82
2025
Q2 		$5.43M Buy
277,662
+4,522
+2% +$87.7K 0.41% 67
2025
Q1 		$5.1M Buy
273,140
+180,009
+193% +$3.24M 0.41% 70
2024
Q4 		$1.65M Sell
93,131
-6,541
-7% -$119K 0.12% 179
2024
Q3 		$1.92M Buy
99,672
+1,745
+2% +$33.5K 0.13% 175
2024
Q2 		$1.81M Sell
97,927
-2,205
-2% -$40.9K 0.12% 188
2024
Q1 		$1.9M Buy
100,132
+2,838
+3% +$56.3K 0.13% 176
2023
Q4 		$2.01M Sell
97,294
-116,227
-54% -$2.4M 0.15% 156
2023
Q3 		$4.39M Sell
213,521
-43,832
-17% -$903K 0.37% 77
2023
Q2 		$5.3M Buy
257,353
+133,412
+108% +$2.99M 0.44% 64
2023
Q1 		$2.82M Buy
123,941
+13,909
+13% +$307K 0.25% 110
2022
Q4 		$2.49M Buy
110,032
+6,552
+6% +$148K 0.24% 108
2022
Q3 		$2.29M Buy
103,480
+2,597
+3% +$63.3K 0.24% 109
2022
Q2 		$2.56M Buy
100,883
+717
+0.7% +$18.3K 0.27% 102
2022
Q1 		$2.57M Buy
100,166
+45,988
+85% +$1.21M 0.24% 108
2021
Q4 		$1.46M Sell
54,178
-8,472
-14% -$232K 0.13% 161
2021
Q3 		$1.75M Buy
62,650
+19,261
+44% +$538K 0.17% 140
2021
Q2 		$1.2M Buy
+43,389
New +$1.23M 0.12% 182
2021
Q1 		– Sell
-19,206
Closed -$537K – 228
2020
Q4 		$537K Buy
+19,206
New +$530K 0.06% 276

Other funds holding IVOL

OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Raymond James Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
BPWM
BCS Private Wealth Management Rumson, New Jersey $332M AUM 23.51% 1-Year Est. Return

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

Regal Investment Advisors reduced its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 28% in Q2 2026, selling an estimated $1.26M and leaving 177,461 shares worth $3.07M. The position accounts for 0.16% of the portfolio, ranked #154.

Regal Investment Advisors first reported a position in IVOL in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.43M in Q2 2025. 67 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

  • Regal Investment Advisors held 177,461 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $3.07M as of Q2 2026.
  • Regal Investment Advisors sold 69,665 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2026, an estimated $1.26M.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up 0.16% of Regal Investment Advisors's portfolio in Q2 2026, its #154 holding.
  • Regal Investment Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2020 and has held it in 22 quarters since.
  • Regal Investment Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $5.43M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.