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

Fortis Capital 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
Q2 		– Sell
-113
Closed -$2.46K – 559
2023
Q1 		$2.46K Buy
+113
New +$2.51K ﹤0.01% 558

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

Fortis Capital Advisors's SVOL Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2023, closing a stake of 113 shares — an estimated $2.46K sold.

Fortis Capital Advisors first reported a position in SVOL in Q1 2023 and held it in 1 quarter. The position peaked at $2.46K in Q1 2023. 39 funds tracked by Wall St. Rank hold SVOL as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Simplify Volatility Premium ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 113 Simplify Volatility Premium ETF shares in Q2 2023, an estimated $2.46K.
  • Fortis Capital Advisors first reported a position in Simplify Volatility Premium ETF in Q1 2023 and held it in 1 quarter.
  • Fortis Capital Advisors's Simplify Volatility Premium ETF position peaked at $2.46K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2023.

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