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Harbour Investments’s Simplify Volatility Premium ETF SVOL Stock Holding History

Harbour Investments’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
Q3 		– Sell
-4,078
Closed -$93.6K – 3096
2023
Q2 		$93.6K Buy
+4,078
New +$90.8K ﹤0.01% 1085

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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

Harbour Investments's SVOL Position: Q3 2023 in Review

Harbour Investments sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2023, closing a stake of 4,078 shares — an estimated $93.6K sold.

Harbour Investments first reported a position in SVOL in Q2 2023 and held it in 1 quarter. The position peaked at $93.6K in Q2 2023. 40 funds tracked by Wall St. Rank hold SVOL as of Q3 2023.

  • Harbour Investments reported no remaining Simplify Volatility Premium ETF position as of Q3 2023 after selling out during the quarter.
  • Harbour Investments sold 4,078 Simplify Volatility Premium ETF shares in Q3 2023, an estimated $93.6K.
  • Harbour Investments first reported a position in Simplify Volatility Premium ETF in Q2 2023 and held it in 1 quarter.
  • Harbour Investments's Simplify Volatility Premium ETF position peaked at $93.6K in Q2 2023.
  • 40 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2023.

Based on Harbour Investments's 13F filing for Q3 2023, filed 15 Nov 2023.