EWM
SVOL icon

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

EPG 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
Q1 		– Sell
-31,381
Closed -$652K – 445
2024
Q4 		$652K Buy
31,381
+1,002
+3% +$21.6K 0.17% 139
2024
Q3 		$667K Buy
+30,379
New +$676K 0.17% 138
2024
Q2 		– Sell
-22,506
Closed -$507K – 146
2024
Q1 		$510K Buy
22,506
+7,492
+50% +$171K 0.12% 167
2023
Q4 		$341K Buy
15,014
+1,448
+11% +$32.7K 0.09% 193
2023
Q3 		$305K Buy
+13,566
New +$310K 0.09% 191

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

EPG Wealth Management's SVOL Position: Q1 2025 in Review

EPG Wealth Management sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2025, closing a stake of 31,381 shares — an estimated $652K sold.

EPG Wealth Management first reported a position in SVOL in Q3 2023 and held it in 5 quarters. The position peaked at $667K in Q3 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q1 2025.

  • EPG Wealth Management reported no remaining Simplify Volatility Premium ETF position as of Q1 2025 after selling out during the quarter.
  • EPG Wealth Management sold 31,381 Simplify Volatility Premium ETF shares in Q1 2025, an estimated $652K.
  • EPG Wealth Management first reported a position in Simplify Volatility Premium ETF in Q3 2023 and held it in 5 quarters.
  • EPG Wealth Management's Simplify Volatility Premium ETF position peaked at $667K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2025.

Based on EPG Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.