Wealth Enhancement Advisory Services’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Sell |
748,854
-10,704
| -1% | -$207K | 0.02% | 522 |
|
|
2025
Q1 | $14.2M | Buy |
+759,558
| New | +$14.2M | 0.03% | 494 |
|
|
2024
Q4 | – | Sell |
-713,540
| Closed | -$13.7M | – | 2936 |
|
|
2024
Q3 | $13.7M | Buy |
+713,540
| New | +$13.7M | 0.03% | 437 |
|
|
2024
Q1 | – | Sell |
-741,417
| Closed | -$15.3M | – | 2416 |
|
|
2023
Q4 | $15.3M | Buy |
+741,417
| New | +$15.3M | 0.04% | 353 |
|