HighTower Advisors
SVOL icon

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

HighTower 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
Q4 		– Sell
-14,775
Closed -$266K – 3949
2025
Q3 		$266K Sell
14,775
-2,852
-16% -$50.2K ﹤0.01% 3142
2025
Q2 		$324K Buy
17,627
+4,910
+39% +$84.4K ﹤0.01% 2865
2025
Q1 		$231K Sell
12,717
-604
-5% -$12.3K ﹤0.01% 3067
2024
Q4 		$277K Buy
+13,321
New +$287K ﹤0.01% 2944

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

HighTower Advisors's SVOL Position: Q4 2025 in Review

HighTower Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2025, closing a stake of 14,775 shares — an estimated $266K sold.

HighTower Advisors first reported a position in SVOL in Q4 2024 and held it in 4 quarters. The position peaked at $324K in Q2 2025. 79 funds tracked by Wall St. Rank hold SVOL as of Q4 2025.

  • HighTower Advisors reported no remaining Simplify Volatility Premium ETF position as of Q4 2025 after selling out during the quarter.
  • HighTower Advisors sold 14,775 Simplify Volatility Premium ETF shares in Q4 2025, an estimated $266K.
  • HighTower Advisors first reported a position in Simplify Volatility Premium ETF in Q4 2024 and held it in 4 quarters.
  • HighTower Advisors's Simplify Volatility Premium ETF position peaked at $324K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2025.

Based on HighTower Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.