Discipline Wealth Solutions LLC Buys Shares of 45,457 Simplify Volatility Premium ETF $SVOL

Discipline Wealth Solutions LLC bought a new stake in Simplify Volatility Premium ETF (NYSEARCA:SVOL) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 45,457 shares of the company’s stock, valued at approximately $818,000. Discipline Wealth Solutions LLC owned approximately 0.11% of Simplify Volatility Premium ETF at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in SVOL. Huntington National Bank acquired a new position in Simplify Volatility Premium ETF in the 2nd quarter valued at $37,000. Farther Finance Advisors LLC boosted its stake in Simplify Volatility Premium ETF by 51.5% during the 3rd quarter. Farther Finance Advisors LLC now owns 3,399 shares of the company’s stock worth $61,000 after purchasing an additional 1,155 shares during the last quarter. Whipplewood Advisors LLC grew its holdings in shares of Simplify Volatility Premium ETF by 24,705.0% during the second quarter. Whipplewood Advisors LLC now owns 4,961 shares of the company’s stock worth $91,000 after buying an additional 4,941 shares in the last quarter. Allworth Financial LP acquired a new stake in shares of Simplify Volatility Premium ETF in the second quarter valued at about $184,000. Finally, Focus Partners Advisor Solutions LLC acquired a new stake in shares of Simplify Volatility Premium ETF in the first quarter valued at about $195,000.

Simplify Volatility Premium ETF Trading Down 0.6%

SVOL opened at $17.56 on Friday. The firm has a market capitalization of $687.47 million, a PE ratio of 25.19 and a beta of 0.65. Simplify Volatility Premium ETF has a twelve month low of $13.18 and a twelve month high of $21.79. The firm’s 50-day moving average price is $17.55 and its 200 day moving average price is $17.58.

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. SVOL was launched on May 12, 2021 and is managed by Simplify.