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Belpointe Asset Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Belpointe Asset 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
-10,485
Closed -$234K – 1029
2024
Q4 		$234K Buy
10,485
+66
+0.6% +$1.42K 0.01% 751
2024
Q3 		$229K Buy
10,419
+9,492
+1,024% +$211K 0.01% 760
2024
Q2 		$20.8K Buy
+927
New +$20.9K ﹤0.01% 782
2023
Q2 		– Sell
-480
Closed -$10.5K – 3052
2023
Q1 		$10.5K Buy
480
+128
+36% +$2.84K ﹤0.01% 2693
2022
Q4 		$7.71K Buy
+352
New +$7.57K ﹤0.01% 2741

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

Belpointe Asset Management's SVOL Position: Q1 2025 in Review

Belpointe Asset Management sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2025, closing a stake of 10,485 shares — an estimated $234K sold.

Belpointe Asset Management first reported a position in SVOL in Q4 2022 and held it in 5 quarters. The position peaked at $234K in Q4 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q1 2025.

  • Belpointe Asset Management reported no remaining Simplify Volatility Premium ETF position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 10,485 Simplify Volatility Premium ETF shares in Q1 2025, an estimated $234K.
  • Belpointe Asset Management first reported a position in Simplify Volatility Premium ETF in Q4 2022 and held it in 5 quarters.
  • Belpointe Asset Management's Simplify Volatility Premium ETF position peaked at $234K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.