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Avestar Capital’s Simplify Volatility Premium ETF SVOL Stock Holding History

Avestar Capital’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
Q2 		– Sell
-191,315
Closed -$4.36M – 510
2024
Q1 		$4.36M Buy
+191,315
New +$4.36M 0.46% 47

Other funds holding SVOL

OIA
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PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.32B AUM 27.83% 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 $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Avestar Capital's SVOL Position: Q2 2024 in Review

Avestar Capital sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2024, closing a stake of 191,315 shares — an estimated $4.36M sold.

Avestar Capital first reported a position in SVOL in Q1 2024 and held it in 1 quarter. The position peaked at $4.36M in Q1 2024. 65 funds tracked by Wall St. Rank hold SVOL as of Q2 2024.

  • Avestar Capital reported no remaining Simplify Volatility Premium ETF position as of Q2 2024 after selling out during the quarter.
  • Avestar Capital sold 191,315 Simplify Volatility Premium ETF shares in Q2 2024, an estimated $4.36M.
  • Avestar Capital first reported a position in Simplify Volatility Premium ETF in Q1 2024 and held it in 1 quarter.
  • Avestar Capital's Simplify Volatility Premium ETF position peaked at $4.36M in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2024.

Based on Avestar Capital's 13F filing for Q2 2024, filed 8 Aug 2024.