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Atlas Financial Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Atlas Financial 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
Q4 		– Sell
-22,807
Closed -$501K – 52
2024
Q3 		$501K Buy
22,807
+2,128
+10% +$47.3K 0.79% 21
2024
Q2 		$464K Sell
20,679
-3,485
-14% -$78.5K 0.77% 20
2024
Q1 		$548K Buy
+24,164
New +$551K 0.85% 14

Other funds holding SVOL

AWM
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

Atlas Financial Advisors's SVOL Position: Q4 2024 in Review

Atlas Financial Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2024, closing a stake of 22,807 shares — an estimated $501K sold.

Atlas Financial Advisors first reported a position in SVOL in Q1 2024 and held it in 3 quarters. The position peaked at $548K in Q1 2024. 94 funds tracked by Wall St. Rank hold SVOL as of Q4 2024.

  • Atlas Financial Advisors reported no remaining Simplify Volatility Premium ETF position as of Q4 2024 after selling out during the quarter.
  • Atlas Financial Advisors sold 22,807 Simplify Volatility Premium ETF shares in Q4 2024, an estimated $501K.
  • Atlas Financial Advisors first reported a position in Simplify Volatility Premium ETF in Q1 2024 and held it in 3 quarters.
  • Atlas Financial Advisors's Simplify Volatility Premium ETF position peaked at $548K in Q1 2024.
  • 94 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.