Morgan Stanley
SVOL icon

Morgan Stanley’s Simplify Volatility Premium ETF SVOL Stock Holding History

Morgan Stanley’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
2026
Q1 		$52 Buy
3
+1
+50% +$17 ﹤0.01% 7944
2025
Q4 		$42 Sell
2
-702
-100% -$12.4K ﹤0.01% 7914
2025
Q3 		$12.7K Sell
704
-6,886
-91% -$121K ﹤0.01% 6838
2025
Q2 		$140K Buy
7,590
+2,583
+52% +$44.4K ﹤0.01% 6001
2025
Q1 		$91K Sell
5,007
-150,336
-97% -$3.06M ﹤0.01% 6057
2024
Q4 		$3.23M Buy
155,343
+87,430
+129% +$1.88M ﹤0.01% 4343
2024
Q3 		$1.49M Buy
67,913
+58,623
+631% +$1.3M ﹤0.01% 4813
2024
Q2 		$209K Buy
9,290
+6,005
+183% +$135K ﹤0.01% 5657
2024
Q1 		$74.4K Sell
3,285
-1,503
-31% -$34.3K ﹤0.01% 6093
2023
Q4 		$109K Sell
4,788
-6,203
-56% -$140K ﹤0.01% 6133
2023
Q3 		$247K Buy
10,991
+7,253
+194% +$166K ﹤0.01% 5488
2023
Q2 		$85.8K Buy
3,738
+750
+25% +$16.7K ﹤0.01% 6013
2023
Q1 		$65K Sell
2,988
-60
-2% -$1.33K ﹤0.01% 6187
2022
Q4 		$66.8K Buy
3,048
+660
+28% +$14.2K ﹤0.01% 6160
2022
Q3 		$50K Buy
2,388
+2,038
+582% +$46K ﹤0.01% 6408
2022
Q2 		$8K Buy
+350
New +$8.06K ﹤0.01% 7285

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
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Morgan Stanley's SVOL Position: Q1 2026 in Review

Morgan Stanley increased its Simplify Volatility Premium ETF (SVOL) stake by 50% in Q1 2026, buying an estimated $17 and bringing the position to 3 shares worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #7944.

Morgan Stanley first reported a position in SVOL in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.23M in Q4 2024. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Morgan Stanley held 3 shares of Simplify Volatility Premium ETF worth $52 as of Q1 2026.
  • Morgan Stanley bought 1 Simplify Volatility Premium ETF share in Q1 2026, an estimated $17.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7944 holding.
  • Morgan Stanley first reported a position in Simplify Volatility Premium ETF in Q2 2022 and has held it in 16 quarters since.
  • Morgan Stanley's Simplify Volatility Premium ETF position peaked at $3.23M in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.