Diversify Advisory Services’s Simplify Volatility Premium ETF SVOL Stock Holding History

Diversify Advisory Services’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	-109,305	Closed	-$1.81M	–	866
2025 Q1	$1.81M	Buy	109,305 +9,644	+10%	+$196K	0.11%	128
2024 Q4	$2.02M	Buy	99,661 +18,131	+22%	+$391K	0.11%	132
2024 Q3	$1.77M	Buy	81,530 +57,805	+244%	+$1.29M	0.1%	175
2024 Q2	$539K	Buy	+23,725	New	+$534K	0.03%	371

Other funds holding SVOL

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

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

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

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

FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return

Legacy Investment Solutions Meridian, Idaho $189M AUM