Bank of America
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Bank of America’s Simplify Volatility Premium ETF SVOL Stock Holding History

Bank of America’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
-31,065
Closed -$646K – 8549
2024
Q4 		$646K Sell
31,065
-8,984
-22% -$194K ﹤0.01% 5355
2024
Q3 		$879K Buy
40,049
+17,292
+76% +$385K ﹤0.01% 5134
2024
Q2 		$511K Buy
22,757
+3,583
+19% +$80.7K ﹤0.01% 5327
2024
Q1 		$434K Buy
19,174
+19,155
+100,816% +$437K ﹤0.01% 5436
2023
Q4 		$433 Buy
+19
New +$429 ﹤0.01% 7302
2023
Q2 		– Sell
-47
Closed -$1.02K – 7935
2023
Q1 		$1.02K Hold
47
– – ﹤0.01% 7304
2022
Q4 		$1.03K Hold
47
– – ﹤0.01% 7339
2022
Q3 		$1K Buy
+47
New +$1.06K ﹤0.01% 7691

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
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 $80.5M AUM 16.64% 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 $397M AUM 11.67% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Bank of America's SVOL Position: Q1 2025 in Review

Bank of America sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2025, closing a stake of 31,065 shares — an estimated $646K sold.

Bank of America first reported a position in SVOL in Q3 2022 and held it in 8 quarters. The position peaked at $879K in Q3 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q1 2025.

  • Bank of America reported no remaining Simplify Volatility Premium ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of America sold 31,065 Simplify Volatility Premium ETF shares in Q1 2025, an estimated $646K.
  • Bank of America first reported a position in Simplify Volatility Premium ETF in Q3 2022 and held it in 8 quarters.
  • Bank of America's Simplify Volatility Premium ETF position peaked at $879K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2025.

Based on Bank of America's 13F filing for Q1 2025, filed 15 May 2025.