Mariner
SVOL icon

Mariner’s Simplify Volatility Premium ETF SVOL Stock Holding History

Mariner’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
Q4 		– Sell
-12,671
Closed -$278K – 3503
2024
Q3 		$278K Buy
+12,671
New +$282K ﹤0.01% 2639

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.32B AUM 27.83% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner's SVOL Position: Q4 2024 in Review

Mariner sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2024, closing a stake of 12,671 shares — an estimated $278K sold.

Mariner first reported a position in SVOL in Q3 2024 and held it in 1 quarter. The position peaked at $278K in Q3 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q4 2024.

  • Mariner reported no remaining Simplify Volatility Premium ETF position as of Q4 2024 after selling out during the quarter.
  • Mariner sold 12,671 Simplify Volatility Premium ETF shares in Q4 2024, an estimated $278K.
  • Mariner first reported a position in Simplify Volatility Premium ETF in Q3 2024 and held it in 1 quarter.
  • Mariner's Simplify Volatility Premium ETF position peaked at $278K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2024.

Based on Mariner's 13F filing for Q4 2024, filed 13 Feb 2025.