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Steward Partners Investment Advisory’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Steward Partners Investment Advisory’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 		$169K Sell
9,770
-250
-2% -$4.51K ﹤0.01% 2314
2026
Q1 		$187K Sell
10,020
-3,967
-28% -$74.9K ﹤0.01% 2052
2025
Q4 		$268K Sell
13,987
-249
-2% -$4.81K ﹤0.01% 1774
2025
Q3 		$274K Buy
14,236
+500
+4% +$9.79K ﹤0.01% 1702
2025
Q2 		$269K Buy
13,736
+1
+0% +$19 ﹤0.01% 1605
2025
Q1 		$257K Hold
13,735
– – ﹤0.01% 1524
2024
Q4 		$244K Buy
13,735
+2,715
+25% +$49.4K ﹤0.01% 1504
2024
Q3 		$212K Buy
11,020
+215
+2% +$4.12K ﹤0.01% 1501
2024
Q2 		$200K Buy
10,805
+223
+2% +$4.13K ﹤0.01% 1446
2024
Q1 		$200K Buy
10,582
+59
+0.6% +$1.17K ﹤0.01% 1438
2023
Q4 		$218K Hold
10,523
– – ﹤0.01% 1346
2023
Q3 		$216K Buy
10,523
+503
+5% +$10.4K ﹤0.01% 1250
2023
Q2 		$206K Hold
10,020
– – ﹤0.01% 1276
2023
Q1 		$228K Buy
10,020
+1
+0% +$22 ﹤0.01% 1224
2022
Q4 		$227K Sell
10,019
-1,362
-12% -$30.8K ﹤0.01% 1185
2022
Q3 		$252K Sell
11,381
-1,618
-12% -$39.5K ﹤0.01% 1104
2022
Q2 		$329K Sell
12,999
-149
-1% -$3.8K 0.01% 998
2022
Q1 		$337K Hold
13,148
– – 0.01% 1075
2021
Q4 		$353K Buy
13,148
+219
+2% +$5.99K 0.01% 1077
2021
Q3 		$360K Buy
12,929
+4
+0% +$112 0.01% 1032
2021
Q2 		$357K Buy
12,925
+2,794
+28% +$79.5K 0.01% 1089
2021
Q1 		$290K Buy
10,131
+4,974
+96% +$142K 0.01% 1106
2020
Q4 		$144K Buy
+5,157
New +$142K ﹤0.01% 1209

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
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM

Steward Partners Investment Advisory's IVOL Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 2.5% in Q2 2026, selling an estimated $4.51K and leaving 9,770 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

Steward Partners Investment Advisory first reported a position in IVOL in Q4 2020 and has held it in 23 quarters since. The position peaked at $360K in Q3 2021. 68 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

  • Steward Partners Investment Advisory held 9,770 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $169K as of Q2 2026.
  • Steward Partners Investment Advisory sold 250 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2026, an estimated $4.51K.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2314 holding.
  • Steward Partners Investment Advisory first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $360K in Q3 2021.
  • 68 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.