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Cumberland Partners’s Simplify Volatility Premium ETF SVOL Stock Holding History

Cumberland Partners’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
Q2 		– Sell
-126,665
Closed -$2.28M – 196
2025
Q1 		$2.28M Sell
126,665
-208,483
-62% -$4.24M 0.18% 93
2024
Q4 		$6.97M Buy
335,148
+12,204
+4% +$263K 0.49% 45
2024
Q3 		$7.09M Buy
322,944
+21,586
+7% +$480K 0.49% 43
2024
Q2 		$6.77M Buy
301,358
+42,329
+16% +$953K 0.49% 45
2024
Q1 		$5.87M Sell
259,029
-101,854
-28% -$2.32M 0.43% 49
2023
Q4 		$8.15M Buy
360,883
+110,000
+44% +$2.48M 0.75% 36
2023
Q3 		$5.65M Buy
250,883
+484
+0.2% +$11.1K 0.54% 39
2023
Q2 		$5.75M Buy
250,399
+93,139
+59% +$2.07M 0.53% 44
2023
Q1 		$3.42M Buy
157,260
+1,517
+1% +$33.7K 0.34% 60
2022
Q4 		$3.41M Buy
155,743
+3,732
+2% +$80.2K 0.36% 63
2022
Q3 		$3.18M Buy
152,011
+8,470
+6% +$191K 0.34% 61
2022
Q2 		$3.18M Buy
143,541
+9,861
+7% +$227K 0.3% 61
2022
Q1 		$3.26M Sell
133,680
-8,983
-6% -$226K 0.25% 77
2021
Q4 		$3.9M Buy
+142,663
New +$3.9M 0.27% 77

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
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 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
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM

Cumberland Partners's SVOL Position: Q2 2025 in Review

Cumberland Partners sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2025, closing a stake of 126,665 shares — an estimated $2.28M sold.

Cumberland Partners first reported a position in SVOL in Q4 2021 and held it in 14 quarters. The position peaked at $8.15M in Q4 2023. 86 funds tracked by Wall St. Rank hold SVOL as of Q2 2025.

  • Cumberland Partners reported no remaining Simplify Volatility Premium ETF position as of Q2 2025 after selling out during the quarter.
  • Cumberland Partners sold 126,665 Simplify Volatility Premium ETF shares in Q2 2025, an estimated $2.28M.
  • Cumberland Partners first reported a position in Simplify Volatility Premium ETF in Q4 2021 and held it in 14 quarters.
  • Cumberland Partners's Simplify Volatility Premium ETF position peaked at $8.15M in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2025.

Based on Cumberland Partners's 13F filing for Q2 2025, filed 12 Aug 2025.