FFO
SVOL icon

Fortitude Family Office’s Simplify Volatility Premium ETF SVOL Stock Holding History

Fortitude Family Office’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
-2,029
Closed -$45.6K – 1268
2024
Q2 		$45.6K Sell
2,029
-1,697
-46% -$38.2K 0.03% 184
2024
Q1 		$84.4K Buy
+3,726
New +$84.9K 0.06% 107

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PFA
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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

Fortitude Family Office's SVOL Position: Q3 2024 in Review

Fortitude Family Office sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2024, closing a stake of 2,029 shares — an estimated $45.6K sold.

Fortitude Family Office first reported a position in SVOL in Q1 2024 and held it in 2 quarters. The position peaked at $84.4K in Q1 2024. 77 funds tracked by Wall St. Rank hold SVOL as of Q3 2024.

  • Fortitude Family Office reported no remaining Simplify Volatility Premium ETF position as of Q3 2024 after selling out during the quarter.
  • Fortitude Family Office sold 2,029 Simplify Volatility Premium ETF shares in Q3 2024, an estimated $45.6K.
  • Fortitude Family Office first reported a position in Simplify Volatility Premium ETF in Q1 2024 and held it in 2 quarters.
  • Fortitude Family Office's Simplify Volatility Premium ETF position peaked at $84.4K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2024.

Based on Fortitude Family Office's 13F filing for Q3 2024, filed 25 Oct 2024.