GIM
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Guild Investment Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Guild Investment 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
2026
Q1 		– Sell
-19,187
Closed -$337K – 57
2025
Q4 		$337K Buy
+19,187
New +$338K 0.25% 38

Other funds holding SVOL

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ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 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 $267M AUM 15.68% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Guild Investment Management's SVOL Position: Q1 2026 in Review

Guild Investment Management sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2026, closing a stake of 19,187 shares — an estimated $337K sold.

Guild Investment Management first reported a position in SVOL in Q4 2025 and held it in 1 quarter. The position peaked at $337K in Q4 2025. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Guild Investment Management reported no remaining Simplify Volatility Premium ETF position as of Q1 2026 after selling out during the quarter.
  • Guild Investment Management sold 19,187 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $337K.
  • Guild Investment Management first reported a position in Simplify Volatility Premium ETF in Q4 2025 and held it in 1 quarter.
  • Guild Investment Management's Simplify Volatility Premium ETF position peaked at $337K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Guild Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.