CIBC Private Wealth Group
SVOL icon

CIBC Private Wealth Group’s Simplify Volatility Premium ETF SVOL Stock Holding History

CIBC Private Wealth Group’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
Q4 		– Sell
-382
Closed -$6.88K – 3526
2025
Q3 		$6.88K Hold
382
– – ﹤0.01% 2499
2025
Q2 		$7.03K Hold
382
– – ﹤0.01% 2368
2025
Q1 		$5.34K Buy
+382
New +$7.77K ﹤0.01% 2429
2024
Q4 		– Sell
-1,001
Closed -$22K – 3177
2024
Q3 		$22K Sell
1,001
-910
-48% -$20.2K ﹤0.01% 2115
2024
Q2 		$43.4K Buy
1,911
+322
+20% +$7.25K ﹤0.01% 1730
2024
Q1 		$35.9K Buy
+1,589
New +$36.2K ﹤0.01% 1802

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

CIBC Private Wealth Group's SVOL Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2025, closing a stake of 382 shares — an estimated $6.88K sold.

CIBC Private Wealth Group first reported a position in SVOL in Q1 2024 and held it in 6 quarters. The position peaked at $43.4K in Q2 2024. 79 funds tracked by Wall St. Rank hold SVOL as of Q4 2025.

  • CIBC Private Wealth Group reported no remaining Simplify Volatility Premium ETF position as of Q4 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 382 Simplify Volatility Premium ETF shares in Q4 2025, an estimated $6.88K.
  • CIBC Private Wealth Group first reported a position in Simplify Volatility Premium ETF in Q1 2024 and held it in 6 quarters.
  • CIBC Private Wealth Group's Simplify Volatility Premium ETF position peaked at $43.4K in Q2 2024.
  • 79 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.