JSL
SVOL icon

JT Stratford LLC’s Simplify Volatility Premium ETF SVOL Stock Holding History

JT Stratford LLC’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
Q3 		– Sell
-21,711
Closed -$399K – 334
2025
Q2 		$399K Buy
21,711
+1,595
+8% +$27.4K 0.06% 213
2025
Q1 		$366K Buy
20,116
+480
+2% +$9.76K 0.06% 218
2024
Q4 		$408K Buy
+19,636
New +$423K 0.07% 211
2024
Q3 		– Sell
-13,122
Closed -$295K – 310
2024
Q2 		$295K Buy
+13,122
New +$295K 0.05% 230

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
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 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
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

JT Stratford LLC's SVOL Position: Q3 2025 in Review

JT Stratford LLC sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2025, closing a stake of 21,711 shares — an estimated $399K sold.

JT Stratford LLC first reported a position in SVOL in Q2 2024 and held it in 4 quarters. The position peaked at $408K in Q4 2024. 74 funds tracked by Wall St. Rank hold SVOL as of Q3 2025.

  • JT Stratford LLC reported no remaining Simplify Volatility Premium ETF position as of Q3 2025 after selling out during the quarter.
  • JT Stratford LLC sold 21,711 Simplify Volatility Premium ETF shares in Q3 2025, an estimated $399K.
  • JT Stratford LLC first reported a position in Simplify Volatility Premium ETF in Q2 2024 and held it in 4 quarters.
  • JT Stratford LLC's Simplify Volatility Premium ETF position peaked at $408K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2025.

Based on JT Stratford LLC's 13F filing for Q3 2025, filed 12 Nov 2025.