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United Advisor Group’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

United Advisor Group’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
2025
Q1 		– Sell
-30,000
Closed -$532K – 368
2024
Q4 		$532K Sell
30,000
-862
-3% -$15.7K 0.11% 187
2024
Q3 		$594K Buy
+30,862
New +$592K 0.13% 158

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

United Advisor Group's IVOL Position: Q1 2025 in Review

United Advisor Group sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q1 2025, closing a stake of 30,000 shares — an estimated $532K sold.

United Advisor Group first reported a position in IVOL in Q3 2024 and held it in 2 quarters. The position peaked at $594K in Q3 2024. 88 funds tracked by Wall St. Rank hold IVOL as of Q1 2025.

  • United Advisor Group reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q1 2025 after selling out during the quarter.
  • United Advisor Group sold 30,000 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2025, an estimated $532K.
  • United Advisor Group first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2024 and held it in 2 quarters.
  • United Advisor Group's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $594K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2025.

Based on United Advisor Group's 13F filing for Q1 2025, filed 21 Apr 2025.