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Mount Lucas Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Mount Lucas 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
Q1 		– Sell
-86,264
Closed -$1.79M – 183
2024
Q4 		$1.79M Buy
86,264
+3,164
+4% +$68.2K 0.62% 37
2024
Q3 		$1.82M Buy
+83,100
New +$1.85M 0.62% 36

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
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 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
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Mount Lucas Management's SVOL Position: Q1 2025 in Review

Mount Lucas Management sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2025, closing a stake of 86,264 shares — an estimated $1.79M sold.

Mount Lucas Management first reported a position in SVOL in Q3 2024 and held it in 2 quarters. The position peaked at $1.82M in Q3 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q1 2025.

  • Mount Lucas Management reported no remaining Simplify Volatility Premium ETF position as of Q1 2025 after selling out during the quarter.
  • Mount Lucas Management sold 86,264 Simplify Volatility Premium ETF shares in Q1 2025, an estimated $1.79M.
  • Mount Lucas Management first reported a position in Simplify Volatility Premium ETF in Q3 2024 and held it in 2 quarters.
  • Mount Lucas Management's Simplify Volatility Premium ETF position peaked at $1.82M in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2025.

Based on Mount Lucas Management's 13F filing for Q1 2025, filed 6 May 2025.