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International Assets Investment Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

International Assets Investment Management’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
2022
Q2 		– Sell
-17,305
Closed -$487K – 547
2022
Q1 		$487K Buy
+17,305
New +$436K 0.09% 234
2021
Q3 		– Sell
-11,500
Closed -$311K – 564
2021
Q2 		$311K Buy
+11,500
New +$302K 0.06% 326

Other funds holding SVOL

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
BS
Boenning & Scattergood West Conshohocken, Pennsylvania $622M AUM 8.79% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

International Assets Investment Management's SVOL Position: Q2 2022 in Review

International Assets Investment Management sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2022, closing a stake of 17,305 shares — an estimated $487K sold.

International Assets Investment Management first reported a position in SVOL in Q2 2021 and held it in 2 quarters. The position peaked at $487K in Q1 2022. 16 funds tracked by Wall St. Rank hold SVOL as of Q2 2022.

  • International Assets Investment Management reported no remaining Simplify Volatility Premium ETF position as of Q2 2022 after selling out during the quarter.
  • International Assets Investment Management sold 17,305 Simplify Volatility Premium ETF shares in Q2 2022, an estimated $487K.
  • International Assets Investment Management first reported a position in Simplify Volatility Premium ETF in Q2 2021 and held it in 2 quarters.
  • International Assets Investment Management's Simplify Volatility Premium ETF position peaked at $487K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2022.

Based on International Assets Investment Management's 13F filing for Q2 2022, filed 17 Aug 2022.