NewEdge Advisors, LLC
Position in IVOL — Quadratic Interest Rate Volatility and Inflation Hedge ETF
CIK 1633516
NEW ORLEANS, LA
All Filings in IVOL
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IVOL | $23,151 | 23,151 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 IVOL | $393,642 | 20,545 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 IVOL | $373,164 | 19,355 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 IVOL | $371,463 | 18,991 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IVOL | $339,004 | 18,148 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IVOL | $319,178 | 17,992 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 IVOL | $305,362 | 15,863 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IVOL | $7,311 | 395 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 IVOL | $7,420 | 392 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 IVOL | $15,716 | 760 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 IVOL | $25,823 | 1,256 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 IVOL | $31,055 | 1,509 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 IVOL | $34,216 | 1,506 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 IVOL | $68,327 | 3,022 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 IVOL | $294,476 | 11,621 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 IVOL | $438,588 | 17,119 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 IVOL | $394,480 | 14,692 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 IVOL | $14,139,147 | 507,325 | Shares | Sole | 2021-10-29 | |
| 2021-03-31 IVOL | $7,950,412 | 278,181 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 IVOL | $2,665,485 | 95,298 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||