Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Cambridge Investment Research 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
Q2 		– Sell
-9,881
Closed -$224K – 3427
2024
Q1 		$224K Buy
+9,881
New +$225K ﹤0.01% 2938

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OCM
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3AM
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Cambridge Investment Research Advisors's SVOL Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2024, closing a stake of 9,881 shares — an estimated $224K sold.

Cambridge Investment Research Advisors first reported a position in SVOL in Q1 2024 and held it in 1 quarter. The position peaked at $224K in Q1 2024. 65 funds tracked by Wall St. Rank hold SVOL as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining Simplify Volatility Premium ETF position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 9,881 Simplify Volatility Premium ETF shares in Q2 2024, an estimated $224K.
  • Cambridge Investment Research Advisors first reported a position in Simplify Volatility Premium ETF in Q1 2024 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's Simplify Volatility Premium ETF position peaked at $224K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.