Jim Simons
SVOL icon

Jim Simons’s Simplify Volatility Premium ETF SVOL Stock Holding History

Jim Simons’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
-119,800
Closed -$2.69M – 3876
2024
Q2 		$2.69M Sell
119,800
-56,200
-32% -$1.27M ﹤0.01% 1689
2024
Q1 		$3.99M Sell
176,000
-55,700
-24% -$1.27M 0.01% 1558
2023
Q4 		$5.28M Buy
231,700
+148,400
+178% +$3.35M 0.01% 1310
2023
Q3 		$1.88M Buy
+83,300
New +$1.91M ﹤0.01% 1907

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 $618B AUM 30.34% 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

Jim Simons's SVOL Position: Q3 2024 in Review

Jim Simons sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2024, closing a stake of 119,800 shares — an estimated $2.69M sold.

Jim Simons first reported a position in SVOL in Q3 2023 and held it in 4 quarters. The position peaked at $5.28M in Q4 2023. 77 funds tracked by Wall St. Rank hold SVOL as of Q3 2024.

  • Jim Simons reported no remaining Simplify Volatility Premium ETF position as of Q3 2024 after selling out during the quarter.
  • Jim Simons sold 119,800 Simplify Volatility Premium ETF shares in Q3 2024, an estimated $2.69M.
  • Jim Simons first reported a position in Simplify Volatility Premium ETF in Q3 2023 and held it in 4 quarters.
  • Jim Simons's Simplify Volatility Premium ETF position peaked at $5.28M in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2024.

Based on Renaissance Technologies's 13F filing for Q3 2024, filed 13 Nov 2024.