GWS
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Glassman Wealth Services’s Simplify Volatility Premium ETF SVOL Stock Holding History

Glassman Wealth Services’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
-525
Closed -$11.8K – 195
2024
Q2 		$11.8K Buy
525
+230
+78% +$5.18K ﹤0.01% 148
2024
Q1 		$6.68K Buy
+295
New +$6.72K ﹤0.01% 174

Other funds holding SVOL

LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 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 $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

Glassman Wealth Services's SVOL Position: Q3 2024 in Review

Glassman Wealth Services sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2024, closing a stake of 525 shares — an estimated $11.8K sold.

Glassman Wealth Services first reported a position in SVOL in Q1 2024 and held it in 2 quarters. The position peaked at $11.8K in Q2 2024. 77 funds tracked by Wall St. Rank hold SVOL as of Q3 2024.

  • Glassman Wealth Services reported no remaining Simplify Volatility Premium ETF position as of Q3 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 525 Simplify Volatility Premium ETF shares in Q3 2024, an estimated $11.8K.
  • Glassman Wealth Services first reported a position in Simplify Volatility Premium ETF in Q1 2024 and held it in 2 quarters.
  • Glassman Wealth Services's Simplify Volatility Premium ETF position peaked at $11.8K in Q2 2024.
  • 77 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2024.

Based on Glassman Wealth Services's 13F filing for Q3 2024, filed 12 Nov 2024.