DWM
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Drive Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Drive Wealth Management’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
-32,642
Closed -$588K – 424
2025
Q3 		$588K Sell
32,642
-61,467
-65% -$1.08M 0.12% 139
2025
Q2 		$1.73M Buy
94,109
+15,056
+19% +$259K 0.38% 61
2025
Q1 		$1.44M Buy
79,053
+19,216
+32% +$391K 0.34% 67
2024
Q4 		$1.24M Buy
59,837
+11,295
+23% +$243K 0.3% 64
2024
Q3 		$1.07M Buy
+48,542
New +$1.08M 0.28% 70

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

Drive Wealth Management's SVOL Position: Q4 2025 in Review

Drive Wealth Management sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2025, closing a stake of 32,642 shares — an estimated $588K sold.

Drive Wealth Management first reported a position in SVOL in Q3 2024 and held it in 5 quarters. The position peaked at $1.73M in Q2 2025. 79 funds tracked by Wall St. Rank hold SVOL as of Q4 2025.

  • Drive Wealth Management reported no remaining Simplify Volatility Premium ETF position as of Q4 2025 after selling out during the quarter.
  • Drive Wealth Management sold 32,642 Simplify Volatility Premium ETF shares in Q4 2025, an estimated $588K.
  • Drive Wealth Management first reported a position in Simplify Volatility Premium ETF in Q3 2024 and held it in 5 quarters.
  • Drive Wealth Management's Simplify Volatility Premium ETF position peaked at $1.73M in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.