MCM
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MAI Capital Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

MAI Capital Management’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
-18
Closed -$324 – 4478
2025
Q3 		$324 Buy
+18
New +$317 ﹤0.01% 3666

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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
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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

MAI Capital Management's SVOL Position: Q4 2025 in Review

MAI Capital Management sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2025, closing a stake of 18 shares — an estimated $324 sold.

MAI Capital Management first reported a position in SVOL in Q3 2025 and held it in 1 quarter. The position peaked at $324 in Q3 2025. 79 funds tracked by Wall St. Rank hold SVOL as of Q4 2025.

  • MAI Capital Management reported no remaining Simplify Volatility Premium ETF position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 18 Simplify Volatility Premium ETF shares in Q4 2025, an estimated $324.
  • MAI Capital Management first reported a position in Simplify Volatility Premium ETF in Q3 2025 and held it in 1 quarter.
  • MAI Capital Management's Simplify Volatility Premium ETF position peaked at $324 in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.