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First Capital Advisors Group’s Simplify Volatility Premium ETF SVOL Stock Holding History

First Capital Advisors 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
Q2 		$51.6K Buy
+2,250
New +$50.1K 0.03% 296

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
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.32B AUM 27.83% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

First Capital Advisors Group's SVOL Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Simplify Volatility Premium ETF (SVOL) in Q2 2023: 2,250 shares worth $51.6K. The stake represents 0.03% of the portfolio and ranks #296 among its holdings.

39 funds tracked by Wall St. Rank hold SVOL as of Q2 2023.

  • First Capital Advisors Group held 2,250 shares of Simplify Volatility Premium ETF worth $51.6K as of Q2 2023.
  • Simplify Volatility Premium ETF was a new First Capital Advisors Group position in Q2 2023.
  • Simplify Volatility Premium ETF made up 0.03% of First Capital Advisors Group's portfolio in Q2 2023, its #296 holding.
  • 39 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.