Envestnet Asset Management
SVOL icon

Envestnet Asset Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Envestnet Asset 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
2026
Q1 		$508K Buy
33,132
+1,244
+4% +$21K ﹤0.01% 3928
2025
Q4 		$560K Buy
31,888
+2,845
+10% +$50.1K ﹤0.01% 3626
2025
Q3 		$523K Buy
+29,043
New +$511K ﹤0.01% 3730
2025
Q2 		– Sell
-10,100
Closed -$184K – 4548
2025
Q1 		$184K Sell
10,100
-64,388
-86% -$1.31M ﹤0.01% 4156
2024
Q4 		$1.55M Buy
74,488
+13,316
+22% +$287K ﹤0.01% 2855
2024
Q3 		$1.34M Buy
+61,172
New +$1.36M ﹤0.01% 2925
2024
Q1 		– Sell
-13,442
Closed -$306K – 4278
2023
Q4 		$306K Sell
13,442
-1,904
-12% -$42.9K ﹤0.01% 3614
2023
Q3 		$345K Sell
15,346
-9,723
-39% -$222K ﹤0.01% 3453
2023
Q2 		$575K Sell
25,069
-3,805
-13% -$84.7K ﹤0.01% 3124
2023
Q1 		$628K Sell
28,874
-17,004
-37% -$377K ﹤0.01% 2996
2022
Q4 		$1M Buy
+45,878
New +$986K ﹤0.01% 2641

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return