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SVOL icon

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

Ancora 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
-101
Closed -$2.27K – 1899
2024
Q2 		$2.27K Buy
+101
New +$2.27K ﹤0.01% 1550

Other funds holding SVOL

LIS
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LWMI
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PFA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $2.07B AUM 16.66% 1-Year Est. Return