NWM
SVOL icon

Napa Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Napa Wealth 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
Q3 		$702K Buy
39,025
+218
+0.6% +$3.83K 0.33% 70
2025
Q2 		$714K Buy
38,807
+962
+3% +$16.5K 0.34% 68
2025
Q1 		$688K Buy
37,845
+3,352
+10% +$68.2K 0.39% 69
2024
Q4 		$717K Buy
34,493
+9,212
+36% +$199K 0.31% 90
2024
Q3 		$555K Buy
+25,281
New +$562K 0.26% 93

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 14.86% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $243M AUM 13.36% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Napa Wealth Management's SVOL Position: Q3 2025 in Review

Napa Wealth Management increased its Simplify Volatility Premium ETF (SVOL) stake by 0.56% in Q3 2025, buying an estimated $3.83K and bringing the position to 39,025 shares worth $702K. The position accounts for 0.33% of the portfolio, ranked #70.

Napa Wealth Management first reported a position in SVOL in Q3 2024 and has held it in 5 quarters since. The position peaked at $717K in Q4 2024. 73 funds tracked by Wall St. Rank hold SVOL as of Q3 2025.

  • Napa Wealth Management held 39,025 shares of Simplify Volatility Premium ETF worth $702K as of Q3 2025.
  • Napa Wealth Management bought 218 Simplify Volatility Premium ETF shares in Q3 2025, an estimated $3.83K.
  • Simplify Volatility Premium ETF made up 0.33% of Napa Wealth Management's portfolio in Q3 2025, its #70 holding.
  • Napa Wealth Management first reported a position in Simplify Volatility Premium ETF in Q3 2024 and has held it in 5 quarters since.
  • Napa Wealth Management's Simplify Volatility Premium ETF position peaked at $717K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.