AWS
SVOL icon

Aspen Wealth Strategies’s Simplify Volatility Premium ETF SVOL Stock Holding History

Aspen Wealth Strategies’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
-20,606
Closed -$379K – 88
2025
Q2 		$379K Sell
20,606
-17,010
-45% -$292K 0.23% 57
2025
Q1 		$684K Sell
37,616
-1,095
-3% -$22.3K 0.45% 41
2024
Q4 		$805K Buy
38,711
+16,529
+75% +$356K 0.51% 34
2024
Q3 		$487K Buy
22,182
+198
+0.9% +$4.41K 0.31% 47
2024
Q2 		$499K Sell
21,984
-579
-3% -$13K 0.35% 46
2024
Q1 		$511K Buy
+22,563
New +$514K 0.35% 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 $288M AUM 29.4% 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

Aspen Wealth Strategies's SVOL Position: Q3 2025 in Review

Aspen Wealth Strategies sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2025, closing a stake of 20,606 shares — an estimated $379K sold.

Aspen Wealth Strategies first reported a position in SVOL in Q1 2024 and held it in 6 quarters. The position peaked at $805K in Q4 2024. 73 funds tracked by Wall St. Rank hold SVOL as of Q3 2025.

  • Aspen Wealth Strategies reported no remaining Simplify Volatility Premium ETF position as of Q3 2025 after selling out during the quarter.
  • Aspen Wealth Strategies sold 20,606 Simplify Volatility Premium ETF shares in Q3 2025, an estimated $379K.
  • Aspen Wealth Strategies first reported a position in Simplify Volatility Premium ETF in Q1 2024 and held it in 6 quarters.
  • Aspen Wealth Strategies's Simplify Volatility Premium ETF position peaked at $805K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2025.

Based on Aspen Wealth Strategies's 13F filing for Q3 2025, filed 10 Nov 2025.