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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

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PFA
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BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $189M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.32B AUM 27.83% 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 $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return