CW
SVOL icon

CreativeOne Wealth’s Simplify Volatility Premium ETF SVOL Stock Holding History

CreativeOne Wealth’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
-12,188
Closed -$253K – 1136
2024
Q4 		$253K Buy
+12,188
New +$263K 0.01% 937

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
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 $80.5M AUM 16.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

CreativeOne Wealth's SVOL Position: Q1 2025 in Review

CreativeOne Wealth sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2025, closing a stake of 12,188 shares — an estimated $253K sold.

CreativeOne Wealth first reported a position in SVOL in Q4 2024 and held it in 1 quarter. The position peaked at $253K in Q4 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q1 2025.

  • CreativeOne Wealth reported no remaining Simplify Volatility Premium ETF position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 12,188 Simplify Volatility Premium ETF shares in Q1 2025, an estimated $253K.
  • CreativeOne Wealth first reported a position in Simplify Volatility Premium ETF in Q4 2024 and held it in 1 quarter.
  • CreativeOne Wealth's Simplify Volatility Premium ETF position peaked at $253K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.