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SVOL icon

GWN Securities’s Simplify Volatility Premium ETF SVOL Stock Holding History

GWN Securities’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
-34,860
Closed -$679K – 682
2025
Q1 		$679K Buy
+34,860
New +$709K 0.04% 376

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

GWN Securities's SVOL Position: Q2 2025 in Review

GWN Securities sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2025, closing a stake of 34,860 shares — an estimated $679K sold.

GWN Securities first reported a position in SVOL in Q1 2025 and held it in 1 quarter. The position peaked at $679K in Q1 2025. 86 funds tracked by Wall St. Rank hold SVOL as of Q2 2025.

  • GWN Securities reported no remaining Simplify Volatility Premium ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 34,860 Simplify Volatility Premium ETF shares in Q2 2025, an estimated $679K.
  • GWN Securities first reported a position in Simplify Volatility Premium ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's Simplify Volatility Premium ETF position peaked at $679K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.