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3EDGE Asset Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

3EDGE Asset Management’s Portfolio SVOL Stock Details SVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-95,436
Closed -$2.1M – 97
2024
Q3 		$2.1M Buy
95,436
+8,879
+10% +$198K 0.15% 29
2024
Q2 		$1.94M Sell
86,557
-60,774
-41% -$1.37M 0.15% 31
2024
Q1 		$3.34M Buy
+147,331
New +$3.36M 0.26% 23

Other funds holding SVOL

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.54B AUM 27.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3EDGE Asset Management's SVOL Position: Q4 2024 in Review

3EDGE Asset Management sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2024, closing a stake of 95,436 shares — an estimated $2.1M sold.

3EDGE Asset Management first reported a position in SVOL in Q1 2024 and held it in 3 quarters. The position peaked at $3.34M in Q1 2024. 94 funds tracked by Wall St. Rank hold SVOL as of Q4 2024.

  • 3EDGE Asset Management reported no remaining Simplify Volatility Premium ETF position as of Q4 2024 after selling out during the quarter.
  • 3EDGE Asset Management sold 95,436 Simplify Volatility Premium ETF shares in Q4 2024, an estimated $2.1M.
  • 3EDGE Asset Management first reported a position in Simplify Volatility Premium ETF in Q1 2024 and held it in 3 quarters.
  • 3EDGE Asset Management's Simplify Volatility Premium ETF position peaked at $3.34M in Q1 2024.
  • 94 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2024.

Based on 3EDGE Asset Management's 13F filing for Q4 2024, filed 31 Jan 2025.