IVOL

Quadratic Int Rte Vol Infl H

Latest period2024 - Q4Total superinvestors12

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 12 superinvestors own shares of Quadratic Int Rte Vol Infl H (IVOL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Quadratic Int Rte Vol Infl H (IVOL), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Quadratic Int Rte Vol Infl H (IVOL) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Quadratic Int Rte Vol Infl H (IVOL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.03%
$13.736M
713,540 shares@ 19.26 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Decreased -22.2%
0.04%
$354,481
19,982 shares@ 17.75 avg price
Lora Rommel@Ehrlich Financial Group
Recent Activity
Increased 0.36%
0.23%
$318,302
17,943 shares@ 17.74 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -74.81%
0.01%
$292,000
16,479 shares@ 17.72 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
Decreased -9.24%
0.01%
$133,210
7,509 shares@ 17.75 avg price
Greg Lowe@Lowe Wealth Advisors, Llc
Recent Activity
Decreased -20.71%
0.06%
$118,858
6,700 shares@ 17.74 avg price
Lisa Donnelly@Tompkins Financial Corp
Recent Activity
0.01%
$20,046
1,130 shares@ 17.74 avg price
Georgann Ramage@West Branch Capital Llc
Recent Activity
Decreased -45.65%
0.01%
$8,870
500 shares@ 17.74 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
New Position
0.01%
$8,763
494 shares@ 17.74 avg price
Lisa Sternberg@Highline Wealth Partners Llc
Recent Activity
Decreased -25.35%
0.01%
$7,363
415 shares@ 17.75 avg price