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Independent Financial Group’s Simplify Volatility Premium ETF SVOL Stock Holding History

Independent Financial 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
Q4 		– Sell
-11,211
Closed -$252K – 1004
2023
Q3 		$252K Buy
11,211
+1,299
+13% +$29.7K 0.02% 743
2023
Q2 		$227K Buy
+9,912
New +$221K 0.02% 775
2023
Q1 		– Sell
-13,182
Closed -$289K – 882
2022
Q4 		$289K Buy
+13,182
New +$283K 0.02% 572

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Independent Financial Group's SVOL Position: Q4 2023 in Review

Independent Financial Group sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2023, closing a stake of 11,211 shares — an estimated $252K sold.

Independent Financial Group first reported a position in SVOL in Q4 2022 and held it in 3 quarters. The position peaked at $289K in Q4 2022. 48 funds tracked by Wall St. Rank hold SVOL as of Q4 2023.

  • Independent Financial Group reported no remaining Simplify Volatility Premium ETF position as of Q4 2023 after selling out during the quarter.
  • Independent Financial Group sold 11,211 Simplify Volatility Premium ETF shares in Q4 2023, an estimated $252K.
  • Independent Financial Group first reported a position in Simplify Volatility Premium ETF in Q4 2022 and held it in 3 quarters.
  • Independent Financial Group's Simplify Volatility Premium ETF position peaked at $289K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.