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

Lee Financial Group Hawaii’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
Q1 		$577K Buy
25,473
+1,414
+6% +$32.2K 0.45% 22
2023
Q4 		$548K Buy
+24,059
New +$543K 0.47% 22

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 $11.8B AUM 21.23% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.54B AUM 27.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lee Financial Group Hawaii's SVOL Position: Q1 2024 in Review

Lee Financial Group Hawaii increased its Simplify Volatility Premium ETF (SVOL) stake by 5.9% in Q1 2024, buying an estimated $32.2K and bringing the position to 25,473 shares worth $577K. The position accounts for 0.45% of the portfolio, ranked #22.

Lee Financial Group Hawaii first reported a position in SVOL in Q4 2023 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold SVOL as of Q1 2024.

  • Lee Financial Group Hawaii held 25,473 shares of Simplify Volatility Premium ETF worth $577K as of Q1 2024.
  • Lee Financial Group Hawaii bought 1,414 Simplify Volatility Premium ETF shares in Q1 2024, an estimated $32.2K.
  • Simplify Volatility Premium ETF made up 0.45% of Lee Financial Group Hawaii's portfolio in Q1 2024, its #22 holding.
  • Lee Financial Group Hawaii first reported a position in Simplify Volatility Premium ETF in Q4 2023 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.