AWM
SVOL icon

AE Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

AE Wealth Management’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
2026
Q1 		$10.7M Sell
699,923
-64,484
-8% -$1.09M 0.06% 286
2025
Q4 		$13.4M Sell
764,407
-200,836
-21% -$3.54M 0.08% 250
2025
Q3 		$17.4M Sell
965,243
-806,227
-46% -$14.2M 0.11% 196
2025
Q2 		$32.6M Buy
1,771,470
+386,654
+28% +$6.64M 0.24% 102
2025
Q1 		$25.2M Buy
1,384,816
+534,805
+63% +$10.9M 0.21% 110
2024
Q4 		$17.7M Buy
850,011
+629,543
+286% +$13.6M 0.15% 160
2024
Q3 		$4.84M Buy
220,468
+78,085
+55% +$1.74M 0.04% 339
2024
Q2 		$3.2M Sell
142,383
-70,879
-33% -$1.6M 0.03% 424
2024
Q1 		$4.83M Buy
213,262
+60,952
+40% +$1.39M 0.05% 304
2023
Q4 		$3.47M Buy
152,310
+78,041
+105% +$1.76M 0.02% 713
2023
Q3 		$1.67M Buy
74,269
+53,282
+254% +$1.22M 0.01% 916
2023
Q2 		$482K Buy
+20,987
New +$467K ﹤0.01% 1412

Other funds holding SVOL

ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return