Kestra Advisory Services, LLC
Position in IVOL — Quadratic Interest Rate Volatility and Inflation Hedge ETF
CIK 1830819
AUSTIN, TX
All Filings in IVOL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 IVOL | $88,174 | 4,602 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 IVOL | $188,635 | 10,191 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 IVOL | $284,286 | 15,017 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IVOL | $265,158 | 12,822 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 IVOL | $226,324 | 11,008 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 IVOL | $384,063 | 18,662 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 IVOL | $430,112 | 18,931 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 IVOL | $415,594 | 18,381 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 IVOL | $407,566 | 18,392 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 IVOL | $295,185 | 11,649 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 IVOL | $298,242 | 11,641 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 IVOL | $2,903,505 | 108,138 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 IVOL | $4,985,580 | 178,887 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 IVOL | $6,611,454 | 239,372 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 IVOL | $1,418,796 | 49,643 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||