M1FG
SVOL icon

Mach-1 Financial Group’s Simplify Volatility Premium ETF SVOL Stock Holding History

Mach-1 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
2022
Q4 		– Sell
-7,163
Closed -$149K – 423
2022
Q3 		$149K Buy
7,163
+2,740
+62% +$61.9K 0.16% 51
2022
Q2 		$98K Buy
4,423
+2,439
+123% +$56.2K 0.07% 88
2022
Q1 		$48K Buy
1,984
+1,259
+174% +$31.7K 0.03% 61
2021
Q4 		$19K Buy
+725
New +$19.8K 0.01% 91

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 $4.82B AUM 20.19% 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
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BS
Boenning & Scattergood West Conshohocken, Pennsylvania $622M AUM 8.79% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

Mach-1 Financial Group's SVOL Position: Q4 2022 in Review

Mach-1 Financial Group sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2022, closing a stake of 7,163 shares — an estimated $149K sold.

Mach-1 Financial Group first reported a position in SVOL in Q4 2021 and held it in 4 quarters. The position peaked at $149K in Q3 2022. 24 funds tracked by Wall St. Rank hold SVOL as of Q4 2022.

  • Mach-1 Financial Group reported no remaining Simplify Volatility Premium ETF position as of Q4 2022 after selling out during the quarter.
  • Mach-1 Financial Group sold 7,163 Simplify Volatility Premium ETF shares in Q4 2022, an estimated $149K.
  • Mach-1 Financial Group first reported a position in Simplify Volatility Premium ETF in Q4 2021 and held it in 4 quarters.
  • Mach-1 Financial Group's Simplify Volatility Premium ETF position peaked at $149K in Q3 2022.
  • 24 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.