Atlas Financial Advisors Inc. lifted its holdings in Simplify Volatility Premium ETF (NYSEARCA:SVOL – Free Report) by 10.3% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 22,807 shares of the company’s stock after purchasing an additional 2,128 shares during the period. Simplify Volatility Premium ETF makes up 0.8% of Atlas Financial Advisors Inc.’s holdings, making the stock its 21st biggest holding. Atlas Financial Advisors Inc. owned approximately 0.06% of Simplify Volatility Premium ETF worth $501,000 as of its most recent SEC filing.
Other institutional investors have also modified their holdings of the company. ORG Wealth Partners LLC purchased a new position in shares of Simplify Volatility Premium ETF in the 3rd quarter valued at about $25,000. Partnership Wealth Management LLC purchased a new position in Simplify Volatility Premium ETF in the third quarter valued at approximately $48,000. Iron Horse Wealth Management LLC lifted its position in shares of Simplify Volatility Premium ETF by 37.5% during the 3rd quarter. Iron Horse Wealth Management LLC now owns 2,200 shares of the company’s stock worth $48,000 after buying an additional 600 shares during the last quarter. CAP Partners LLC lifted its position in shares of Simplify Volatility Premium ETF by 59.3% during the 2nd quarter. CAP Partners LLC now owns 15,490 shares of the company’s stock worth $348,000 after buying an additional 5,764 shares during the last quarter. Finally, Retirement Planning Group LLC acquired a new position in shares of Simplify Volatility Premium ETF in the 2nd quarter valued at $436,000.
Simplify Volatility Premium ETF Stock Up 0.0 %
Shares of NYSEARCA SVOL opened at $20.90 on Friday. The stock has a fifty day moving average price of $21.87 and a 200 day moving average price of $22.24. Simplify Volatility Premium ETF has a 1-year low of $19.41 and a 1-year high of $23.18.
Simplify Volatility Premium ETF Profile
The Simplify Volatility Premium ETF (SVOL) is an exchange-traded fund that mostly invests in volatility alternatives. The fund is an actively managed portfolio that aims to provide income via short exposure to S&P 500 VIX short-term futures, reset daily. The fund also utilizes an option overlay strategy to protect against adverse moves in VIX.
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