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SVOL icon

AlphaMark Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

AlphaMark Advisors’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
Q3 		– Sell
-927
Closed -$21K – 805
2024
Q2 		$21K Buy
+927
New +$20.9K 0.01% 450
2023
Q4 		– Sell
-777
Closed -$17K – 791
2023
Q3 		$17K Buy
777
+425
+121% +$9.73K 0.01% 451
2023
Q2 		$8K Sell
352
-239
-40% -$5.32K ﹤0.01% 445
2023
Q1 		$13K Buy
+591
New +$13.1K 0.01% 379

Other funds holding SVOL

LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

AlphaMark Advisors's SVOL Position: Q3 2024 in Review

AlphaMark Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2024, closing a stake of 927 shares — an estimated $21K sold.

AlphaMark Advisors first reported a position in SVOL in Q1 2023 and held it in 4 quarters. The position peaked at $21K in Q2 2024. 77 funds tracked by Wall St. Rank hold SVOL as of Q3 2024.

  • AlphaMark Advisors reported no remaining Simplify Volatility Premium ETF position as of Q3 2024 after selling out during the quarter.
  • AlphaMark Advisors sold 927 Simplify Volatility Premium ETF shares in Q3 2024, an estimated $21K.
  • AlphaMark Advisors first reported a position in Simplify Volatility Premium ETF in Q1 2023 and held it in 4 quarters.
  • AlphaMark Advisors's Simplify Volatility Premium ETF position peaked at $21K in Q2 2024.
  • 77 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2024.

Based on AlphaMark Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.