Peak Financial Advisors LLC raised its holdings in Simplify Volatility Premium ETF (NYSEARCA:SVOL – Free Report) by 1.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 486,861 shares of the company’s stock after purchasing an additional 7,306 shares during the quarter. Simplify Volatility Premium ETF makes up 5.3% of Peak Financial Advisors LLC’s investment portfolio, making the stock its 5th largest position. Peak Financial Advisors LLC’s holdings in Simplify Volatility Premium ETF were worth $10,122,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. ORG Wealth Partners LLC purchased a new stake in shares of Simplify Volatility Premium ETF during the 3rd quarter worth $25,000. Iron Horse Wealth Management LLC boosted its holdings in Simplify Volatility Premium ETF by 37.5% during the third 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 in the last quarter. Partnership Wealth Management LLC purchased a new position in Simplify Volatility Premium ETF in the third quarter valued at about $48,000. Farther Finance Advisors LLC acquired a new stake in shares of Simplify Volatility Premium ETF during the 3rd quarter valued at approximately $48,000. Finally, Clarity Capital Partners LLC purchased a new stake in shares of Simplify Volatility Premium ETF during the 3rd quarter worth approximately $297,000.
Simplify Volatility Premium ETF Stock Up 1.9 %
NYSEARCA SVOL opened at $20.69 on Wednesday. The business has a 50 day moving average price of $21.40 and a 200 day moving average price of $21.81. Simplify Volatility Premium ETF has a 1-year low of $19.41 and a 1-year high of $23.14.
About Simplify Volatility Premium ETF
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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Want to see what other hedge funds are holding SVOL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Simplify Volatility Premium ETF (NYSEARCA:SVOL – Free Report).
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