Creative Planning
SVOL icon

Creative Planning’s Simplify Volatility Premium ETF SVOL Stock Holding History

Creative Planning’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
-17,276
Closed -$311K – 4098
2025
Q3 		$311K Buy
17,276
+155
+0.9% +$2.73K ﹤0.01% 3111
2025
Q2 		$315K Buy
17,121
+452
+3% +$7.77K ﹤0.01% 2857
2025
Q1 		$303K Buy
+16,669
New +$339K ﹤0.01% 2745

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

Creative Planning's SVOL Position: Q4 2025 in Review

Creative Planning sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2025, closing a stake of 17,276 shares — an estimated $311K sold.

Creative Planning first reported a position in SVOL in Q1 2025 and held it in 3 quarters. The position peaked at $315K in Q2 2025. 79 funds tracked by Wall St. Rank hold SVOL as of Q4 2025.

  • Creative Planning reported no remaining Simplify Volatility Premium ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 17,276 Simplify Volatility Premium ETF shares in Q4 2025, an estimated $311K.
  • Creative Planning first reported a position in Simplify Volatility Premium ETF in Q1 2025 and held it in 3 quarters.
  • Creative Planning's Simplify Volatility Premium ETF position peaked at $315K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.