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Mid-American Wealth Advisory Group’s Simplify Volatility Premium ETF SVOL Stock Holding History

Mid-American Wealth Advisory 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
2024
Q4 		– Sell
-27,132
Closed -$596K – 51
2024
Q3 		$596K Buy
+27,132
New +$604K 0.37% 30

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BCMLT
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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

Mid-American Wealth Advisory Group's SVOL Position: Q4 2024 in Review

Mid-American Wealth Advisory Group sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2024, closing a stake of 27,132 shares — an estimated $596K sold.

Mid-American Wealth Advisory Group first reported a position in SVOL in Q3 2024 and held it in 1 quarter. The position peaked at $596K in Q3 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q4 2024.

  • Mid-American Wealth Advisory Group reported no remaining Simplify Volatility Premium ETF position as of Q4 2024 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 27,132 Simplify Volatility Premium ETF shares in Q4 2024, an estimated $596K.
  • Mid-American Wealth Advisory Group first reported a position in Simplify Volatility Premium ETF in Q3 2024 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Simplify Volatility Premium ETF position peaked at $596K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2024.

Based on Mid-American Wealth Advisory Group's 13F filing for Q4 2024, filed 13 Jan 2025.