Fidelity Investments
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Fidelity Investments’s Simplify Volatility Premium ETF SVOL Stock Holding History

Fidelity Investments’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
-1
Closed -$21 – 5663
2024
Q4 		$21 Sell
1
-1
-50% -$22 ﹤0.01% 5366
2024
Q3 		$44 Hold
2
– – ﹤0.01% 5217
2024
Q2 		$45 Hold
2
– – ﹤0.01% 5074
2024
Q1 		$45 Buy
+2
New +$46 ﹤0.01% 5055
2022
Q2 		– Sell
-1
Closed – – 5462
2022
Q1 		$0 Hold
1
– – ﹤0.01% 5462
2021
Q4 		$0 Buy
+1
New +$27 ﹤0.01% 4905

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

Fidelity Investments's SVOL Position: Q1 2025 in Review

Fidelity Investments sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2025, closing a stake of 1 share — an estimated $21 sold.

Fidelity Investments first reported a position in SVOL in Q4 2021 and held it in 6 quarters. The position peaked at $45 in Q2 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q1 2025.

  • Fidelity Investments reported no remaining Simplify Volatility Premium ETF position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 Simplify Volatility Premium ETF share in Q1 2025, an estimated $21.
  • Fidelity Investments first reported a position in Simplify Volatility Premium ETF in Q4 2021 and held it in 6 quarters.
  • Fidelity Investments's Simplify Volatility Premium ETF position peaked at $45 in Q2 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.