HAS
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HBW Advisory Services’s Simplify Volatility Premium ETF SVOL Stock Holding History

HBW Advisory Services’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
Q1 		– Sell
-22,217
Closed -$462K – 422
2024
Q4 		$462K Sell
22,217
-7,362
-25% -$159K 0.05% 216
2024
Q3 		$650K Sell
29,579
-3,698
-11% -$82.3K 0.1% 174
2024
Q2 		$747K Buy
33,277
+2,920
+10% +$65.8K 0.12% 159
2024
Q1 		$692K Hold
30,357
– – 0.13% 155
2023
Q4 		$692K Buy
30,357
+8,828
+41% +$199K 0.13% 155
2023
Q3 		$485K Buy
+21,529
New +$493K 0.1% 177

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

HBW Advisory Services's SVOL Position: Q1 2025 in Review

HBW Advisory Services sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2025, closing a stake of 22,217 shares — an estimated $462K sold.

HBW Advisory Services first reported a position in SVOL in Q3 2023 and held it in 6 quarters. The position peaked at $747K in Q2 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q1 2025.

  • HBW Advisory Services reported no remaining Simplify Volatility Premium ETF position as of Q1 2025 after selling out during the quarter.
  • HBW Advisory Services sold 22,217 Simplify Volatility Premium ETF shares in Q1 2025, an estimated $462K.
  • HBW Advisory Services first reported a position in Simplify Volatility Premium ETF in Q3 2023 and held it in 6 quarters.
  • HBW Advisory Services's Simplify Volatility Premium ETF position peaked at $747K in Q2 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2025.

Based on HBW Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.