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Ausdal Financial Partners’s Simplify Volatility Premium ETF SVOL Stock Holding History

Ausdal Financial Partners’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
Q4 		– Sell
-32,579
Closed -$586K – 999
2025
Q3 		$586K Sell
32,579
-604
-2% -$10.6K 0.03% 506
2025
Q2 		$610K Buy
33,183
+522
+2% +$8.97K 0.04% 381
2025
Q1 		$594K Sell
32,661
-851
-3% -$17.3K 0.04% 354
2024
Q4 		$697K Hold
33,512
– – 0.06% 271
2024
Q3 		$736K Hold
33,512
– – 0.08% 239
2024
Q2 		$753K Hold
33,512
– – 0.08% 219
2024
Q1 		$759K Buy
33,512
+424
+1% +$9.66K 0.09% 207
2023
Q4 		$754K Buy
33,088
+2,400
+8% +$54.1K 0.09% 193
2023
Q3 		$691K Sell
30,688
-21,060
-41% -$482K 0.1% 194
2023
Q2 		$1.19M Sell
51,748
-100
-0.2% -$2.23K 0.16% 144
2023
Q1 		$1.13M Sell
51,848
-100
-0.2% -$2.22K 0.16% 147
2022
Q4 		$1.14M Sell
51,948
-2,964
-5% -$63.7K 0.17% 145
2022
Q3 		$1.15M Sell
54,912
-500
-0.9% -$11.3K 0.18% 136
2022
Q2 		$1.23M Hold
55,412
– – 0.19% 149
2022
Q1 		$1.35M Buy
+55,412
New +$1.39M 0.18% 148

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Ausdal Financial Partners's SVOL Position: Q4 2025 in Review

Ausdal Financial Partners sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2025, closing a stake of 32,579 shares — an estimated $586K sold.

Ausdal Financial Partners first reported a position in SVOL in Q1 2022 and held it in 15 quarters. The position peaked at $1.35M in Q1 2022. 79 funds tracked by Wall St. Rank hold SVOL as of Q4 2025.

  • Ausdal Financial Partners reported no remaining Simplify Volatility Premium ETF position as of Q4 2025 after selling out during the quarter.
  • Ausdal Financial Partners sold 32,579 Simplify Volatility Premium ETF shares in Q4 2025, an estimated $586K.
  • Ausdal Financial Partners first reported a position in Simplify Volatility Premium ETF in Q1 2022 and held it in 15 quarters.
  • Ausdal Financial Partners's Simplify Volatility Premium ETF position peaked at $1.35M in Q1 2022.
  • 79 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2025.

Based on Ausdal Financial Partners's 13F filing for Q4 2025, filed 13 Feb 2026.