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

Financial Enhancement 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
2023
Q4 		– Sell
-99,164
Closed -$2.22M – 125
2023
Q3 		$2.22M Buy
+99,164
New +$2.27M 0.43% 56
2021
Q4 		– Sell
-189,517
Closed -$5.03M – 307
2021
Q3 		$5.03M Buy
+189,517
New +$5.13M 0.95% 27

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Enhancement Group's SVOL Position: Q4 2023 in Review

Financial Enhancement Group sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2023, closing a stake of 99,164 shares — an estimated $2.22M sold.

Financial Enhancement Group first reported a position in SVOL in Q3 2021 and held it in 2 quarters. The position peaked at $5.03M in Q3 2021. 48 funds tracked by Wall St. Rank hold SVOL as of Q4 2023.

  • Financial Enhancement Group reported no remaining Simplify Volatility Premium ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Enhancement Group sold 99,164 Simplify Volatility Premium ETF shares in Q4 2023, an estimated $2.22M.
  • Financial Enhancement Group first reported a position in Simplify Volatility Premium ETF in Q3 2021 and held it in 2 quarters.
  • Financial Enhancement Group's Simplify Volatility Premium ETF position peaked at $5.03M in Q3 2021.
  • 48 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2023.

Based on Financial Enhancement Group's 13F filing for Q4 2023, filed 18 Jan 2024.