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IVOL icon

Summit Financial’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Summit Financial’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
Q1 		$740K Buy
39,571
+353
+0.9% +$6.67K 0.01% 881
2025
Q4 		$751K Sell
39,218
-3,303
-8% -$63.8K 0.01% 760
2025
Q3 		$820K Buy
+42,521
New +$833K 0.01% 711

Other funds holding IVOL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return
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 $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Summit Financial's IVOL Position: Q1 2026 in Review

Summit Financial increased its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 0.9% in Q1 2026, buying an estimated $6.67K and bringing the position to 39,571 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #881.

Summit Financial first reported a position in IVOL in Q3 2025 and has held it in 3 quarters since. The position peaked at $820K in Q3 2025. 78 funds tracked by Wall St. Rank hold IVOL as of Q1 2026.

  • Summit Financial held 39,571 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $740K as of Q1 2026.
  • Summit Financial bought 353 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2026, an estimated $6.67K.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #881 holding.
  • Summit Financial first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $820K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.