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Advisory Services Network’s Simplify Volatility Premium ETF SVOL Stock Holding History

Advisory Services Network’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
Q1 		– Sell
-200
Closed -$4.56K – 3409
2023
Q4 		$4.56K Buy
+200
New +$4.51K ﹤0.01% 3144

Other funds holding SVOL

TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.32B AUM 27.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisory Services Network's SVOL Position: Q1 2024 in Review

Advisory Services Network sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2024, closing a stake of 200 shares — an estimated $4.56K sold.

Advisory Services Network first reported a position in SVOL in Q4 2023 and held it in 1 quarter. The position peaked at $4.56K in Q4 2023. 61 funds tracked by Wall St. Rank hold SVOL as of Q1 2024.

  • Advisory Services Network reported no remaining Simplify Volatility Premium ETF position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 200 Simplify Volatility Premium ETF shares in Q1 2024, an estimated $4.56K.
  • Advisory Services Network first reported a position in Simplify Volatility Premium ETF in Q4 2023 and held it in 1 quarter.
  • Advisory Services Network's Simplify Volatility Premium ETF position peaked at $4.56K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.