Bank of Montreal
SVOL icon

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

Bank of Montreal’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
2026
Q1 		– Sell
-32,215
Closed -$566K – 4017
2025
Q4 		$566K Buy
32,215
+2,514
+8% +$44.3K ﹤0.01% 2248
2025
Q3 		$535K Buy
29,701
+5,246
+21% +$92.3K ﹤0.01% 2238
2025
Q2 		$450K Buy
24,455
+7,815
+47% +$134K ﹤0.01% 2339
2025
Q1 		$303K Buy
+16,640
New +$338K ﹤0.01% 2511
2024
Q4 		– Sell
-2,551
Closed -$56K – 3922
2024
Q3 		$56K Hold
2,551
– – ﹤0.01% 3386
2024
Q2 		$58.5K Hold
2,551
– – ﹤0.01% 3397
2024
Q1 		$57.9K Buy
+2,551
New +$58.1K ﹤0.01% 3417

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Bank of Montreal's SVOL Position: Q1 2026 in Review

Bank of Montreal sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2026, closing a stake of 32,215 shares — an estimated $566K sold.

Bank of Montreal first reported a position in SVOL in Q1 2024 and held it in 7 quarters. The position peaked at $566K in Q4 2025. 79 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Bank of Montreal reported no remaining Simplify Volatility Premium ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 32,215 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $566K.
  • Bank of Montreal first reported a position in Simplify Volatility Premium ETF in Q1 2024 and held it in 7 quarters.
  • Bank of Montreal's Simplify Volatility Premium ETF position peaked at $566K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.