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

Snowden Capital 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
2024
Q3 		– Sell
-26,252
Closed -$486K – 1240
2024
Q2 		$486K Buy
26,252
+3,117
+13% +$57.8K 0.01% 764
2024
Q1 		$438K Buy
+23,135
New +$459K 0.01% 822

Other funds holding IVOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Snowden Capital Advisors's IVOL Position: Q3 2024 in Review

Snowden Capital Advisors sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q3 2024, closing a stake of 26,252 shares — an estimated $486K sold.

Snowden Capital Advisors first reported a position in IVOL in Q1 2024 and held it in 2 quarters. The position peaked at $486K in Q2 2024. 126 funds tracked by Wall St. Rank hold IVOL as of Q3 2024.

  • Snowden Capital Advisors reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q3 2024 after selling out during the quarter.
  • Snowden Capital Advisors sold 26,252 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q3 2024, an estimated $486K.
  • Snowden Capital Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2024 and held it in 2 quarters.
  • Snowden Capital Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $486K in Q2 2024.
  • 126 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q3 2024.

Based on Snowden Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.