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Legacy Investment Solutions’s Simplify Volatility Premium ETF SVOL Stock Holding History

Legacy Investment Solutions’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
Q2 		$3M Buy
+163,193
New +$2.8M 1.56% 13
2024
Q4 		$7.08M Sell
334,502
-148,642
-31% -$3.2M 4.53% 6
2024
Q3 		$10.6M Buy
+483,144
New +$10.7M 6.18% 5

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 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 $397M AUM 11.67% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Legacy Investment Solutions's SVOL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Simplify Volatility Premium ETF (SVOL) in Q2 2025: 163,193 shares worth $3M. The stake represents 1.56% of the portfolio and ranks #13 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SVOL as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SVOL in Q3 2024 and has held it in 3 quarters since. The position peaked at $10.6M in Q3 2024. 86 funds tracked by Wall St. Rank hold SVOL as of Q2 2025.

  • Legacy Investment Solutions held 163,193 shares of Simplify Volatility Premium ETF worth $3M as of Q2 2025.
  • Simplify Volatility Premium ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Simplify Volatility Premium ETF made up 1.56% of Legacy Investment Solutions's portfolio in Q2 2025, its #13 holding.
  • Legacy Investment Solutions first reported a position in Simplify Volatility Premium ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Simplify Volatility Premium ETF position peaked at $10.6M in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.