EPG Wealth Management LLC
Position in IVOL — Quadratic Interest Rate Volatility and Inflation Hedge ETF
CIK 1803058
ATLANTA, GA
All Filings in IVOL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IVOL | $158,380 | 8,465 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 IVOL | $160,905 | 8,398 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 IVOL | $160,602 | 8,330 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 IVOL | $161,624 | 8,263 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 IVOL | $153,119 | 8,197 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 IVOL | $153,131 | 8,632 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 IVOL | $164,914 | 8,567 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 IVOL | $157,416 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 IVOL | $159,777 | 8,440 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 IVOL | $174,104 | 8,419 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 IVOL | $170,956 | 8,315 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 IVOL | $169,826 | 8,252 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 IVOL | $186,076 | 8,190 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IVOL | $338,087 | 14,953 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 IVOL | $328,943 | 14,844 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 IVOL | $373,359 | 14,734 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 IVOL | $672,012 | 26,230 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 IVOL | $1,059,688 | 39,467 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 IVOL | $1,102,425 | 39,556 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 IVOL | $1,333,631 | 48,285 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 IVOL | $1,110,733 | 38,864 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 IVOL | $293,601 | 10,497 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 IVOL | $252,757 | 9,218 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||