BIP
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Blueprint Investment Partners’s Simplify Volatility Premium ETF SVOL Stock Holding History

Blueprint Investment Partners’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
-10,313
Closed -$214K – 190
2024
Q4 		$214K Buy
+10,313
New +$222K 0.03% 185
2023
Q3 		– Sell
-28,049
Closed -$644K – 149
2023
Q2 		$644K Buy
+28,049
New +$624K 0.23% 67

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

Blueprint Investment Partners's SVOL Position: Q1 2025 in Review

Blueprint Investment Partners sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2025, closing a stake of 10,313 shares — an estimated $214K sold.

Blueprint Investment Partners first reported a position in SVOL in Q2 2023 and held it in 2 quarters. The position peaked at $644K in Q2 2023. 93 funds tracked by Wall St. Rank hold SVOL as of Q1 2025.

  • Blueprint Investment Partners reported no remaining Simplify Volatility Premium ETF position as of Q1 2025 after selling out during the quarter.
  • Blueprint Investment Partners sold 10,313 Simplify Volatility Premium ETF shares in Q1 2025, an estimated $214K.
  • Blueprint Investment Partners first reported a position in Simplify Volatility Premium ETF in Q2 2023 and held it in 2 quarters.
  • Blueprint Investment Partners's Simplify Volatility Premium ETF position peaked at $644K in Q2 2023.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.