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Leelyn Smith’s Simplify Volatility Premium ETF SVOL Stock Holding History

Leelyn Smith’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
Q1 		– Sell
-91
Closed -$1.99K – 388
2022
Q4 		$1.99K Buy
91
+4
+5% +$86 ﹤0.01% 409
2022
Q3 		$2K Buy
87
+4
+5% +$90 ﹤0.01% 433
2022
Q2 		$2K Buy
83
+3
+4% +$69 ﹤0.01% 364
2022
Q1 		$2K Buy
80
+3
+4% +$76 ﹤0.01% 341
2021
Q4 		$2K Buy
77
+3
+4% +$82 ﹤0.01% 361
2021
Q3 		$2K Buy
+74
New +$2K ﹤0.01% 341

Other funds holding SVOL

TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.32B AUM 27.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

Leelyn Smith's SVOL Position: Q1 2023 in Review

Leelyn Smith sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2023, closing a stake of 91 shares — an estimated $1.99K sold.

Leelyn Smith first reported a position in SVOL in Q3 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 27 funds tracked by Wall St. Rank hold SVOL as of Q1 2023.

  • Leelyn Smith reported no remaining Simplify Volatility Premium ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 91 Simplify Volatility Premium ETF shares in Q1 2023, an estimated $1.99K.
  • Leelyn Smith first reported a position in Simplify Volatility Premium ETF in Q3 2021 and held it in 6 quarters.
  • Leelyn Smith's Simplify Volatility Premium ETF position peaked at $2K in Q3 2022.
  • 27 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.