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

ARQ 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
Q3 		– Sell
-91,096
Closed -$1.66M – 145
2025
Q2 		$1.66M Hold
91,096
– – 0.57% 51
2025
Q1 		$1.66M Buy
91,096
+23,197
+34% +$472K 0.61% 46
2024
Q4 		$1.41M Buy
67,899
+12,087
+22% +$260K 0.54% 49
2024
Q3 		$1.25M Buy
+55,812
New +$1.24M 0.47% 46

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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

ARQ Wealth Advisors's SVOL Position: Q3 2025 in Review

ARQ Wealth Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2025, closing a stake of 91,096 shares — an estimated $1.66M sold.

ARQ Wealth Advisors first reported a position in SVOL in Q3 2024 and held it in 4 quarters. The position peaked at $1.66M in Q2 2025. 73 funds tracked by Wall St. Rank hold SVOL as of Q3 2025.

  • ARQ Wealth Advisors reported no remaining Simplify Volatility Premium ETF position as of Q3 2025 after selling out during the quarter.
  • ARQ Wealth Advisors sold 91,096 Simplify Volatility Premium ETF shares in Q3 2025, an estimated $1.66M.
  • ARQ Wealth Advisors first reported a position in Simplify Volatility Premium ETF in Q3 2024 and held it in 4 quarters.
  • ARQ Wealth Advisors's Simplify Volatility Premium ETF position peaked at $1.66M in Q2 2025.
  • 73 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2025.

Based on ARQ Wealth Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.