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VitalStone Financial’s Simplify Volatility Premium ETF SVOL Stock Holding History

VitalStone Financial’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
-226
Closed -$5K – 580
2024
Q1 		$5K Buy
226
+104
+85% +$2.37K ﹤0.01% 335
2023
Q4 		$3K Buy
+122
New +$2.75K ﹤0.01% 390

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 $1.54B AUM 27.61% 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 $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $2.24B AUM 16.9% 1-Year Est. Return

VitalStone Financial's SVOL Position: Q2 2024 in Review

VitalStone Financial sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2024, closing a stake of 226 shares — an estimated $5K sold.

VitalStone Financial first reported a position in SVOL in Q4 2023 and held it in 2 quarters. The position peaked at $5K in Q1 2024. 65 funds tracked by Wall St. Rank hold SVOL as of Q2 2024.

  • VitalStone Financial reported no remaining Simplify Volatility Premium ETF position as of Q2 2024 after selling out during the quarter.
  • VitalStone Financial sold 226 Simplify Volatility Premium ETF shares in Q2 2024, an estimated $5K.
  • VitalStone Financial first reported a position in Simplify Volatility Premium ETF in Q4 2023 and held it in 2 quarters.
  • VitalStone Financial's Simplify Volatility Premium ETF position peaked at $5K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2024.

Based on VitalStone Financial's 13F filing for Q2 2024, filed 7 Aug 2024.