Arete Wealth Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Arete Wealth Advisors’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
2025 Q2	–	Sell	-98,206	Closed	-$1.78M	–	804
2025 Q1	$1.78M	Buy	98,206 +8,310	+9%	+$169K	0.14%	159
2024 Q4	$1.87M	Buy	89,896 +202	+0.2%	+$4.35K	0.14%	160
2024 Q3	$1.97M	Buy	89,694 +8,285	+10%	+$184K	0.17%	122
2024 Q2	$1.83M	Sell	81,409 -814	-1%	-$18.3K	0.15%	136
2024 Q1	$1.86M	Buy	82,223 +9,201	+13%	+$210K	0.17%	139
2023 Q4	$1.66M	Buy	+73,022	New	+$1.65M	0.13%	167
2023 Q3	–	Sell	-31,915	Closed	-$732K	–	691
2023 Q2	$732K	Buy	+31,915	New	+$710K	0.06%	283

Other funds holding SVOL

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return

LIS

Legacy Investment Solutions Meridian, Idaho $192M AUM

Arete Wealth Advisors's SVOL Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2025, closing a stake of 98,206 shares — an estimated $1.78M sold.

Arete Wealth Advisors first reported a position in SVOL in Q2 2023 and held it in 7 quarters. The position peaked at $1.97M in Q3 2024. 86 funds tracked by Wall St. Rank hold SVOL as of Q2 2025.

Arete Wealth Advisors reported no remaining Simplify Volatility Premium ETF position as of Q2 2025 after selling out during the quarter.
Arete Wealth Advisors sold 98,206 Simplify Volatility Premium ETF shares in Q2 2025, an estimated $1.78M.
Arete Wealth Advisors first reported a position in Simplify Volatility Premium ETF in Q2 2023 and held it in 7 quarters.
Arete Wealth Advisors's Simplify Volatility Premium ETF position peaked at $1.97M in Q3 2024.
86 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.