TWM
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TMD Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

TMD Wealth Management’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
Q2 		– Sell
-1,449,085
Closed -$32.8M – 61
2024
Q1 		$32.8M Buy
1,449,085
+290,107
+25% +$6.61M 7.66% 5
2023
Q4 		$26.4M Buy
1,158,978
+171,290
+17% +$3.86M 6.88% 5
2023
Q3 		$22.2M Sell
987,688
-22,842
-2% -$523K 6.34% 5
2023
Q2 		$23.2M Buy
1,010,530
+28,128
+3% +$626K 6.04% 7
2023
Q1 		$21.4M Buy
982,402
+949,552
+2,891% +$21.1M 6.03% 6
2022
Q4 		$719K Buy
+32,850
New +$706K 0.32% 24

Other funds holding SVOL

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.32B AUM 27.83% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

TMD Wealth Management's SVOL Position: Q2 2024 in Review

TMD Wealth Management sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2024, closing a stake of 1,449,085 shares — an estimated $32.8M sold.

TMD Wealth Management first reported a position in SVOL in Q4 2022 and held it in 6 quarters. The position peaked at $32.8M in Q1 2024. 65 funds tracked by Wall St. Rank hold SVOL as of Q2 2024.

  • TMD Wealth Management reported no remaining Simplify Volatility Premium ETF position as of Q2 2024 after selling out during the quarter.
  • TMD Wealth Management sold 1,449,085 Simplify Volatility Premium ETF shares in Q2 2024, an estimated $32.8M.
  • TMD Wealth Management first reported a position in Simplify Volatility Premium ETF in Q4 2022 and held it in 6 quarters.
  • TMD Wealth Management's Simplify Volatility Premium ETF position peaked at $32.8M in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.