Diversify Advisory Services
SVOL icon

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% 176
2024
Q2 		$539K Buy
+23,725
New +$534K 0.03% 371

Other funds holding SVOL

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
FSA Advisors
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
Legacy Investment Solutions
Legacy Investment Solutions Meridian, Idaho $192M AUM

Diversify Advisory Services's SVOL Position: Q2 2025 in Review

Diversify Advisory Services sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2025, closing a stake of 109,305 shares — an estimated $1.81M sold.

Diversify Advisory Services first reported a position in SVOL in Q2 2024 and held it in 4 quarters. The position peaked at $2.02M in Q4 2024. 86 funds tracked by Wall St. Rank hold SVOL as of Q2 2025.

  • Diversify Advisory Services reported no remaining Simplify Volatility Premium ETF position as of Q2 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 109,305 Simplify Volatility Premium ETF shares in Q2 2025, an estimated $1.81M.
  • Diversify Advisory Services first reported a position in Simplify Volatility Premium ETF in Q2 2024 and held it in 4 quarters.
  • Diversify Advisory Services's Simplify Volatility Premium ETF position peaked at $2.02M in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2025.

Based on Diversify Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.