Janney Montgomery Scott’s Simplify Volatility Premium ETF SVOL Stock Holding History

Janney Montgomery Scott’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	-16,075	Closed	-$289K	–	3025
2025 Q3	$289K	Sell	16,075 -1,000	-6%	-$17.6K	﹤0.01%	2520
2025 Q2	$314K	Sell	17,075 -1,000	-6%	-$17.2K	﹤0.01%	2319
2025 Q1	$329K	Hold	18,075	–	–	﹤0.01%	2251
2024 Q4	$376K	Hold	18,075	–	–	﹤0.01%	2173
2024 Q3	$397K	Hold	18,075	–	–	﹤0.01%	2120
2024 Q2	$406K	Hold	18,075	–	–	﹤0.01%	2031
2024 Q1	$410K	Hold	18,075	–	–	﹤0.01%	2131
2023 Q4	$412K	Buy	18,075 +5,400	+43%	+$122K	﹤0.01%	2035
2023 Q3	$285K	Sell	12,675 -825	-6%	-$18.9K	﹤0.01%	2157
2023 Q2	$310K	Buy	13,500 +1,900	+16%	+$42.3K	﹤0.01%	2205
2023 Q1	$252K	Hold	11,600	–	–	﹤0.01%	2150
2022 Q4	$254K	Hold	11,600	–	–	﹤0.01%	2235
2022 Q3	$242K	Buy	+11,600	New	+$262K	﹤0.01%	2157

Other funds holding SVOL

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

Janney Montgomery Scott's SVOL Position: Q4 2025 in Review

Janney Montgomery Scott sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2025, closing a stake of 16,075 shares — an estimated $289K sold.

Janney Montgomery Scott first reported a position in SVOL in Q3 2022 and held it in 13 quarters. The position peaked at $412K in Q4 2023. 79 funds tracked by Wall St. Rank hold SVOL as of Q4 2025.

Janney Montgomery Scott reported no remaining Simplify Volatility Premium ETF position as of Q4 2025 after selling out during the quarter.
Janney Montgomery Scott sold 16,075 Simplify Volatility Premium ETF shares in Q4 2025, an estimated $289K.
Janney Montgomery Scott first reported a position in Simplify Volatility Premium ETF in Q3 2022 and held it in 13 quarters.
Janney Montgomery Scott's Simplify Volatility Premium ETF position peaked at $412K in Q4 2023.
79 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2025.

Based on Janney Montgomery Scott's 13F filing for Q4 2025, filed 11 Feb 2026.