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Bison Wealth’s Simplify Volatility Premium ETF SVOL Stock Holding History

Bison Wealth’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
2024
Q4 		$366K Sell
17,582
-44,989
-72% -$969K 0.08% 195
2024
Q3 		$1.37M Buy
62,571
+15,169
+32% +$337K 0.22% 112
2024
Q2 		$1.07M Hold
47,402
– – 0.17% 133
2024
Q1 		$1.07M Sell
47,402
-791
-2% -$18K 0.17% 133
2023
Q4 		$1.1M Buy
48,193
+2,241
+5% +$50.5K 0.19% 122
2023
Q3 		$1.03M Sell
45,952
-239,342
-84% -$5.48M 0.2% 122
2023
Q2 		$6.55M Buy
+285,294
New +$6.35M 1.22% 16
2022
Q3 		– Sell
-1,080
Closed -$24K – 349
2022
Q2 		$24K Buy
+1,080
New +$24.9K 0.01% 264

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.32B AUM 27.83% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bison Wealth's SVOL Position: Q4 2024 in Review

Bison Wealth reduced its Simplify Volatility Premium ETF (SVOL) stake by 72% in Q4 2024, selling an estimated $969K and leaving 17,582 shares worth $366K. The position accounts for 0.08% of the portfolio, ranked #195.

Bison Wealth first reported a position in SVOL in Q2 2022 and has held it in 8 quarters since. The position peaked at $6.55M in Q2 2023. 93 funds tracked by Wall St. Rank hold SVOL as of Q4 2024.

  • Bison Wealth held 17,582 shares of Simplify Volatility Premium ETF worth $366K as of Q4 2024.
  • Bison Wealth sold 44,989 Simplify Volatility Premium ETF shares in Q4 2024, an estimated $969K.
  • Simplify Volatility Premium ETF made up 0.08% of Bison Wealth's portfolio in Q4 2024, its #195 holding.
  • Bison Wealth first reported a position in Simplify Volatility Premium ETF in Q2 2022 and has held it in 8 quarters since.
  • Bison Wealth's Simplify Volatility Premium ETF position peaked at $6.55M in Q2 2023.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.