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Guerra Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Guerra Advisors’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
Q3 		$254K Sell
14,130
-15,355
-52% -$270K 0.09% 82
2025
Q2 		$542K Buy
+29,485
New +$507K 0.26% 60

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 $683M AUM 22.58% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Guerra Advisors's SVOL Position: Q3 2025 in Review

Guerra Advisors reduced its Simplify Volatility Premium ETF (SVOL) stake by 52% in Q3 2025, selling an estimated $270K and leaving 14,130 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #82.

Guerra Advisors first reported a position in SVOL in Q2 2025 and has held it in 2 quarters since. The position peaked at $542K in Q2 2025. 73 funds tracked by Wall St. Rank hold SVOL as of Q3 2025.

  • Guerra Advisors held 14,130 shares of Simplify Volatility Premium ETF worth $254K as of Q3 2025.
  • Guerra Advisors sold 15,355 Simplify Volatility Premium ETF shares in Q3 2025, an estimated $270K.
  • Simplify Volatility Premium ETF made up 0.09% of Guerra Advisors's portfolio in Q3 2025, its #82 holding.
  • Guerra Advisors first reported a position in Simplify Volatility Premium ETF in Q2 2025 and has held it in 2 quarters since.
  • Guerra Advisors's Simplify Volatility Premium ETF position peaked at $542K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.