GFG
SVOL icon

Greenberg Financial Group’s Simplify Volatility Premium ETF SVOL Stock Holding History

Greenberg Financial Group’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 		$985K Buy
+56,080
New +$987K 0.41% 38
2025
Q2 		$608K Sell
37,884
-8,489
-18% -$146K 0.22% 62
2025
Q1 		$711K Buy
+46,373
New +$943K 0.29% 47

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 $2.53B AUM 24.4% 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 $3.6B AUM 16.02% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

Greenberg Financial Group's SVOL Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Simplify Volatility Premium ETF (SVOL) in Q4 2025: 56,080 shares worth $985K. The stake represents 0.41% of the portfolio and ranks #38 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in SVOL as recently as Q2 2025.

Greenberg Financial Group first reported a position in SVOL in Q1 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold SVOL as of Q4 2025.

  • Greenberg Financial Group held 56,080 shares of Simplify Volatility Premium ETF worth $985K as of Q4 2025.
  • Simplify Volatility Premium ETF was a new Greenberg Financial Group position in Q4 2025.
  • Simplify Volatility Premium ETF made up 0.41% of Greenberg Financial Group's portfolio in Q4 2025, its #38 holding.
  • Greenberg Financial Group first reported a position in Simplify Volatility Premium ETF in Q1 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.