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WR Wealth Planners’s Simplify Volatility Premium ETF SVOL Stock Holding History

WR Wealth Planners’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 		$1.87K Hold
90
– – ﹤0.01% 868
2024
Q3 		$1.98K Hold
90
– – ﹤0.01% 913
2024
Q2 		$2.02K Buy
+90
New +$2.03K ﹤0.01% 885

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $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 $79.5B AUM 27.1% 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

WR Wealth Planners's SVOL Position: Q4 2024 in Review

WR Wealth Planners held its Simplify Volatility Premium ETF (SVOL) position steady in Q4 2024 at 90 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

WR Wealth Planners first reported a position in SVOL in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.02K in Q2 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q4 2024.

  • WR Wealth Planners held 90 shares of Simplify Volatility Premium ETF worth $1.87K as of Q4 2024.
  • WR Wealth Planners left its Simplify Volatility Premium ETF share count unchanged in Q4 2024.
  • Simplify Volatility Premium ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #868 holding.
  • WR Wealth Planners first reported a position in Simplify Volatility Premium ETF in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's Simplify Volatility Premium ETF position peaked at $2.02K in Q2 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.