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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Simplify Volatility Premium ETF SVOL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-875
Closed -$15.8K – 599
2025
Q3 		$15.8K Buy
+875
New +$15.4K 0.01% 371

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 $2.26B AUM 19.48% 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 $3.65B AUM 15.32% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SVOL Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2025, closing a stake of 875 shares — an estimated $15.8K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SVOL in Q3 2025 and held it in 1 quarter. The position peaked at $15.8K in Q3 2025. 79 funds tracked by Wall St. Rank hold SVOL as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Simplify Volatility Premium ETF position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 875 Simplify Volatility Premium ETF shares in Q4 2025, an estimated $15.8K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Simplify Volatility Premium ETF in Q3 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Simplify Volatility Premium ETF position peaked at $15.8K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.