Citadel Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Citadel Advisors’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
2026 Q1	$839K	Sell	54,700 -5,600	-9%	-$94.4K	﹤0.01%	8061
2025 Q4	$1.06M	Sell	60,300 -4,900	-8%	-$86.3K	﹤0.01%	7264
2025 Q3	$1.17M	Buy	65,200 +7,700	+13%	+$135K	﹤0.01%	7187
2025 Q2	$1.06M	Sell	57,500 -12,200	-18%	-$210K	﹤0.01%	6963
2025 Q1	$1.27M	Buy	69,700 +58,200	+506%	+$1.18M	﹤0.01%	6427
2024 Q4	$239K	Sell	11,500 -4,200	-27%	-$90.5K	﹤0.01%	10119
2024 Q3	$345K	Buy	15,700 +10,700	+214%	+$238K	﹤0.01%	9039
2024 Q2	$112K	Buy	+5,000	New	+$113K	﹤0.01%	10749
2024 Q1	–	Sell	-51,500	Closed	-$1.17M	–	15413
2023 Q4	$1.17M	Buy	+51,500	New	+$1.16M	﹤0.01%	6364

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Citadel Advisors's SVOL Position: Q3 2025 in Review

Citadel Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2025, closing a stake of 12,948 shares — an estimated $228K sold.

Citadel Advisors first reported a position in SVOL in Q3 2023 and held it in 8 quarters. The position peaked at $4.72M in Q3 2024. 73 funds tracked by Wall St. Rank hold SVOL as of Q3 2025.

Citadel Advisors reported no remaining Simplify Volatility Premium ETF position as of Q3 2025 after selling out during the quarter.
Citadel Advisors sold 12,948 Simplify Volatility Premium ETF shares in Q3 2025, an estimated $228K.
Citadel Advisors first reported a position in Simplify Volatility Premium ETF in Q3 2023 and held it in 8 quarters.
Citadel Advisors's Simplify Volatility Premium ETF position peaked at $4.72M in Q3 2024.
73 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.