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Atria Wealth Solutions’s Simplify Volatility Premium ETF SVOL Stock Holding History

Atria Wealth Solutions’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 		$317K Buy
17,230
+500
+3% +$8.59K 0.01% 1127
2025
Q1 		$304K Buy
16,730
+300
+2% +$6.1K ﹤0.01% 1455
2024
Q4 		$342K Buy
16,430
+400
+2% +$8.62K ﹤0.01% 1464
2024
Q3 		$352K Buy
16,030
+2,330
+17% +$51.8K ﹤0.01% 1414
2024
Q2 		$308K Buy
+13,700
New +$309K ﹤0.01% 1491

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM

Atria Wealth Solutions's SVOL Position: Q2 2025 in Review

Atria Wealth Solutions increased its Simplify Volatility Premium ETF (SVOL) stake by 3% in Q2 2025, buying an estimated $8.59K and bringing the position to 17,230 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #1127.

Atria Wealth Solutions first reported a position in SVOL in Q2 2024 and has held it in 5 quarters since. The position peaked at $352K in Q3 2024. 86 funds tracked by Wall St. Rank hold SVOL as of Q2 2025.

  • Atria Wealth Solutions held 17,230 shares of Simplify Volatility Premium ETF worth $317K as of Q2 2025.
  • Atria Wealth Solutions bought 500 Simplify Volatility Premium ETF shares in Q2 2025, an estimated $8.59K.
  • Simplify Volatility Premium ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1127 holding.
  • Atria Wealth Solutions first reported a position in Simplify Volatility Premium ETF in Q2 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's Simplify Volatility Premium ETF position peaked at $352K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.