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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Peak Financial Advisors Denver, Colorado $226M AUM 18.37% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return