Back to CAPTRUST FINANCIAL ADVISORS CAPTRUST FINANCIAL ADVISORS

SVOLSVOL
13 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in SIMPLIFY EXCHANGE TRADED FUN

CAPTRUST FINANCIAL ADVISORS holds 72,633 shares of SVOL (SIMPLIFY EXCHANGE TRADED FUN), worth $1.2M as of 2026-Q2. The position was decreased (-10.9% shares). SVOL represents 0.0% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$1.2M

Current Shares

72,633

Total Value Change

-$1.1M

Total Shares Change

-26,628

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
72,633
-10.9%
$1.2M0.0%$15.76
0
2026-Q1
Increased
81,532
+13.0%
$1.3M0.0%$14.30
29
2025-Q4
Decreased
72,135
-8.5%
$1.3M0.0%$15.53
0
2025-Q3
Decreased
78,812
-7.7%
$1.4M0.0%$15.12
0
2025-Q2
Decreased
85,403
-2.0%
$1.6M0.0%$14.68
0
2025-Q1
Increased
87,110
+18.7%
$1.6M0.0%$13.79
30
2024-Q4
Decreased
73,387
-13.3%
$1.5M0.0%$15.16
0
2024-Q3
Decreased
84,595
-8.3%
$1.9M0.0%$15.42
0
2024-Q2
Increased
92,226
+2.6%
$2.1M0.0%$15.16
27
2024-Q1
Increased
89,918
+0.1%
$2M0.0%$14.69
26
2023-Q4
Decreased
89,789
-11.8%
$2M0.0%$14.20
0
2023-Q3
Increased
101,833
+2.6%
$2.3M0.0%$13.48
27
2023-Q2
New
99,261
-
$2.3M0.0%$13.21
36

Other major holders of SVOL: AE Wealth Management LLC, OneDigital Investment Advisors LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used