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Capital Investment Advisory Services’s Simplify Volatility Premium ETF SVOL Stock Holding History

Capital Investment Advisory Services’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
Q1 		– Sell
-59
Closed -$1.34K – 1022
2023
Q4 		$1.34K Hold
59
– – ﹤0.01% 953
2023
Q3 		$1.33K Buy
+59
New +$1.35K ﹤0.01% 914

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CP
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AWM
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AC
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3AM
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Capital Investment Advisory Services's SVOL Position: Q1 2024 in Review

Capital Investment Advisory Services sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2024, closing a stake of 59 shares — an estimated $1.34K sold.

Capital Investment Advisory Services first reported a position in SVOL in Q3 2023 and held it in 2 quarters. The position peaked at $1.34K in Q4 2023. 61 funds tracked by Wall St. Rank hold SVOL as of Q1 2024.

  • Capital Investment Advisory Services reported no remaining Simplify Volatility Premium ETF position as of Q1 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 59 Simplify Volatility Premium ETF shares in Q1 2024, an estimated $1.34K.
  • Capital Investment Advisory Services first reported a position in Simplify Volatility Premium ETF in Q3 2023 and held it in 2 quarters.
  • Capital Investment Advisory Services's Simplify Volatility Premium ETF position peaked at $1.34K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2024.

Based on Capital Investment Advisory Services's 13F filing for Q1 2024, filed 25 Apr 2024.