Wealth Enhancement Advisory Services’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Wealth Enhancement Advisory Services’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	$1.71M	Sell	98,591 -219,992	-69%	-$3.97M	﹤0.01%	1688
2026 Q1	$5.92M	Sell	318,583 -77,862	-20%	-$1.47M	0.01%	822
2025 Q4	$7.59M	Buy	396,445 +5,767	+1%	+$111K	0.01%	808
2025 Q3	$7.56M	Sell	390,678 -358,176	-48%	-$7.01M	0.01%	760
2025 Q2	$14.5M	Sell	748,854 -10,704	-1%	-$208K	0.02%	523
2025 Q1	$14.2M	Buy	+759,558	New	+$13.7M	0.03%	494
2024 Q4	–	Sell	-713,540	Closed	-$13.7M	–	3036
2024 Q3	$13.7M	Buy	+713,540	New	+$13.7M	0.03%	438
2024 Q1	–	Sell	-741,417	Closed	-$15.3M	–	2529
2023 Q4	$15.3M	Buy	+741,417	New	+$15.3M	0.04%	353

Other funds holding IVOL

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's IVOL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 69% in Q2 2026, selling an estimated $3.97M and leaving 98,591 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Wealth Enhancement Advisory Services first reported a position in IVOL in Q4 2023 and has held it in 8 quarters since. The position peaked at $15.3M in Q4 2023. 17 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

Wealth Enhancement Advisory Services held 98,591 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $1.71M as of Q2 2026.
Wealth Enhancement Advisory Services sold 219,992 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2026, an estimated $3.97M.
Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1688 holding.
Wealth Enhancement Advisory Services first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2023 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $15.3M in Q4 2023.
17 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.