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Brinker Capital Investments’s Simplify Volatility Premium ETF SVOL Stock Holding History

Brinker Capital Investments’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
Q3 		– Sell
-13,100
Closed -$241K – 2122
2025
Q2 		$241K Sell
13,100
-3,157
-19% -$54.2K ﹤0.01% 1805
2025
Q1 		$296K Sell
16,257
-161
-1% -$3.27K ﹤0.01% 1639
2024
Q4 		$341K Buy
+16,418
New +$354K ﹤0.01% 1496

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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Brinker Capital Investments's SVOL Position: Q3 2025 in Review

Brinker Capital Investments sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2025, closing a stake of 13,100 shares — an estimated $241K sold.

Brinker Capital Investments first reported a position in SVOL in Q4 2024 and held it in 3 quarters. The position peaked at $341K in Q4 2024. 73 funds tracked by Wall St. Rank hold SVOL as of Q3 2025.

  • Brinker Capital Investments reported no remaining Simplify Volatility Premium ETF position as of Q3 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 13,100 Simplify Volatility Premium ETF shares in Q3 2025, an estimated $241K.
  • Brinker Capital Investments first reported a position in Simplify Volatility Premium ETF in Q4 2024 and held it in 3 quarters.
  • Brinker Capital Investments's Simplify Volatility Premium ETF position peaked at $341K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2025.

Based on Brinker Capital Investments's 13F filing for Q3 2025, filed 12 Nov 2025.