Janney Montgomery Scott
SVOL icon

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 $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