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

Wealth Enhancement Trust 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 		– Sell
-3,130
Closed -$58.6K – 1545
2026
Q1 		$58.6K Sell
3,130
-5
-0.2% -$94 0.01% 431
2025
Q4 		$60.1K Buy
+3,135
New +$60.5K 0.01% 406

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

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

Wealth Enhancement Trust Services sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2026, closing a stake of 3,130 shares — an estimated $58.6K sold.

Wealth Enhancement Trust Services first reported a position in IVOL in Q4 2025 and held it in 2 quarters. The position peaked at $60.1K in Q4 2025. 68 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

  • Wealth Enhancement Trust Services reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 3,130 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2026, an estimated $58.6K.
  • Wealth Enhancement Trust Services first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2025 and held it in 2 quarters.
  • Wealth Enhancement Trust Services's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $60.1K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

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