AWM
SVOL icon

Avior Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-360
Closed -$7.48K – 2141
2024
Q4 		$7.48K Buy
360
+140
+64% +$3.02K ﹤0.01% 1717
2024
Q3 		$4.83K Hold
220
– – ﹤0.01% 1789
2024
Q2 		$4.94K Hold
220
– – ﹤0.01% 1725
2024
Q1 		$4.99K Hold
220
– – ﹤0.01% 2084
2023
Q4 		$5.01K Hold
220
– – ﹤0.01% 1142
2023
Q3 		$4.95K Buy
+220
New +$5.03K ﹤0.01% 1192

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
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 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
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

Avior Wealth Management's SVOL Position: Q1 2025 in Review

Avior Wealth Management sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2025, closing a stake of 360 shares — an estimated $7.48K sold.

Avior Wealth Management first reported a position in SVOL in Q3 2023 and held it in 6 quarters. The position peaked at $7.48K in Q4 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q1 2025.

  • Avior Wealth Management reported no remaining Simplify Volatility Premium ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 360 Simplify Volatility Premium ETF shares in Q1 2025, an estimated $7.48K.
  • Avior Wealth Management first reported a position in Simplify Volatility Premium ETF in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's Simplify Volatility Premium ETF position peaked at $7.48K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.