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

FSA 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
Q2 		– Sell
-662
Closed -$12K – 560
2025
Q1 		$12K Sell
662
-838
-56% -$17K 0.01% 260
2024
Q4 		$31.2K Buy
1,500
+500
+50% +$10.8K 0.01% 191
2024
Q3 		$22K Buy
+1,000
New +$22.2K 0.01% 229

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM

FSA Wealth Management's SVOL Position: Q2 2025 in Review

FSA Wealth Management sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2025, closing a stake of 662 shares — an estimated $12K sold.

FSA Wealth Management first reported a position in SVOL in Q3 2024 and held it in 3 quarters. The position peaked at $31.2K in Q4 2024. 86 funds tracked by Wall St. Rank hold SVOL as of Q2 2025.

  • FSA Wealth Management reported no remaining Simplify Volatility Premium ETF position as of Q2 2025 after selling out during the quarter.
  • FSA Wealth Management sold 662 Simplify Volatility Premium ETF shares in Q2 2025, an estimated $12K.
  • FSA Wealth Management first reported a position in Simplify Volatility Premium ETF in Q3 2024 and held it in 3 quarters.
  • FSA Wealth Management's Simplify Volatility Premium ETF position peaked at $31.2K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2025.

Based on FSA Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.