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WealthSource Partners’s Simplify Volatility Premium ETF SVOL Stock Holding History

WealthSource Partners’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
2022
Q3 		– Sell
-33,520
Closed -$744K – 551
2022
Q2 		$744K Buy
33,520
+19,455
+138% +$448K 0.05% 234
2022
Q1 		$343K Buy
+14,065
New +$354K 0.02% 420

Other funds holding SVOL

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.32B AUM 27.83% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BS
Boenning & Scattergood West Conshohocken, Pennsylvania $622M AUM 8.79% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

WealthSource Partners's SVOL Position: Q3 2022 in Review

WealthSource Partners sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2022, closing a stake of 33,520 shares — an estimated $744K sold.

WealthSource Partners first reported a position in SVOL in Q1 2022 and held it in 2 quarters. The position peaked at $744K in Q2 2022. 22 funds tracked by Wall St. Rank hold SVOL as of Q3 2022.

  • WealthSource Partners reported no remaining Simplify Volatility Premium ETF position as of Q3 2022 after selling out during the quarter.
  • WealthSource Partners sold 33,520 Simplify Volatility Premium ETF shares in Q3 2022, an estimated $744K.
  • WealthSource Partners first reported a position in Simplify Volatility Premium ETF in Q1 2022 and held it in 2 quarters.
  • WealthSource Partners's Simplify Volatility Premium ETF position peaked at $744K in Q2 2022.
  • 22 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.