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Thompson David Blair’s Simplify Volatility Premium ETF SVOL Stock Holding History

Thompson David Blair’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 		$357K Buy
+17,187
New +$370K 0.26% 86

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $683M AUM 22.58% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.54B AUM 27.61% 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 $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thompson David Blair's SVOL Position: Q4 2024 in Review

Thompson David Blair opened a new position in Simplify Volatility Premium ETF (SVOL) in Q4 2024: 17,187 shares worth $357K. The stake represents 0.26% of the portfolio and ranks #86 among its holdings.

94 funds tracked by Wall St. Rank hold SVOL as of Q4 2024.

  • Thompson David Blair held 17,187 shares of Simplify Volatility Premium ETF worth $357K as of Q4 2024.
  • Simplify Volatility Premium ETF was a new Thompson David Blair position in Q4 2024.
  • Simplify Volatility Premium ETF made up 0.26% of Thompson David Blair's portfolio in Q4 2024, its #86 holding.
  • 94 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2024.

Based on Thompson David Blair's 13F filing for Q4 2024, filed 14 Aug 2026.