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Citizens Financial Group’s Simplify Volatility Premium ETF SVOL Stock Holding History

Citizens Financial Group’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
-15,000
Closed -$337K – 578
2024
Q2 		$337K Hold
15,000
– – 0.01% 431
2024
Q1 		$340K Hold
15,000
– – 0.01% 321
2023
Q4 		$342K Buy
+15,000
New +$338K 0.01% 322

Other funds holding SVOL

LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Citizens Financial Group's SVOL Position: Q3 2024 in Review

Citizens Financial Group sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2024, closing a stake of 15,000 shares — an estimated $337K sold.

Citizens Financial Group first reported a position in SVOL in Q4 2023 and held it in 3 quarters. The position peaked at $342K in Q4 2023. 77 funds tracked by Wall St. Rank hold SVOL as of Q3 2024.

  • Citizens Financial Group reported no remaining Simplify Volatility Premium ETF position as of Q3 2024 after selling out during the quarter.
  • Citizens Financial Group sold 15,000 Simplify Volatility Premium ETF shares in Q3 2024, an estimated $337K.
  • Citizens Financial Group first reported a position in Simplify Volatility Premium ETF in Q4 2023 and held it in 3 quarters.
  • Citizens Financial Group's Simplify Volatility Premium ETF position peaked at $342K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2024.

Based on Citizens Financial Group's 13F filing for Q3 2024, filed 8 Nov 2024.