EWA
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EverSource Wealth Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

EverSource Wealth 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
2023
Q3 		– Sell
-250
Closed -$5.74K – 2652
2023
Q2 		$5.74K Buy
+250
New +$5.57K ﹤0.01% 1678

Other funds holding SVOL

TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.32B AUM 27.83% 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 $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

EverSource Wealth Advisors's SVOL Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2023, closing a stake of 250 shares — an estimated $5.74K sold.

EverSource Wealth Advisors first reported a position in SVOL in Q2 2023 and held it in 1 quarter. The position peaked at $5.74K in Q2 2023. 40 funds tracked by Wall St. Rank hold SVOL as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Simplify Volatility Premium ETF position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 250 Simplify Volatility Premium ETF shares in Q3 2023, an estimated $5.74K.
  • EverSource Wealth Advisors first reported a position in Simplify Volatility Premium ETF in Q2 2023 and held it in 1 quarter.
  • EverSource Wealth Advisors's Simplify Volatility Premium ETF position peaked at $5.74K in Q2 2023.
  • 40 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.