Steward Partners Investment Advisory, LLC
Position in IVOL — Quadratic Interest Rate Volatility and Inflation Hedge ETF
CIK 1723397
STAMFORD, CT
All Filings in IVOL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IVOL | $187,474 | 10,020 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 IVOL | $267,990 | 13,987 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 IVOL | $274,470 | 14,236 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 IVOL | $268,676 | 13,736 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 IVOL | $256,569 | 13,735 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 IVOL | $243,658 | 13,735 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 IVOL | $212,135 | 11,020 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IVOL | $200,000 | 10,805 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 IVOL | $200,327 | 10,582 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IVOL | $217,615 | 10,523 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 IVOL | $216,352 | 10,523 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 IVOL | $206,211 | 10,020 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 IVOL | $227,654 | 10,020 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IVOL | $226,529 | 10,019 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 IVOL | $252,202 | 11,381 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 IVOL | $329,394 | 12,999 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 IVOL | $336,851 | 13,148 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 IVOL | $353,023 | 13,148 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 IVOL | $360,331 | 12,929 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 IVOL | $356,988 | 12,925 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 IVOL | $289,543 | 10,131 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 IVOL | $144,241 | 5,157 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||