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

Northwestern Mutual 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
Q1 		– Sell
-303
Closed -$6.3K – 3931
2024
Q4 		$6.3K Buy
+303
New +$6.53K ﹤0.01% 2886

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PI
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PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Northwestern Mutual Wealth Management's SVOL Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2025, closing a stake of 303 shares — an estimated $6.3K sold.

Northwestern Mutual Wealth Management first reported a position in SVOL in Q4 2024 and held it in 1 quarter. The position peaked at $6.3K in Q4 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Simplify Volatility Premium ETF position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 303 Simplify Volatility Premium ETF shares in Q1 2025, an estimated $6.3K.
  • Northwestern Mutual Wealth Management first reported a position in Simplify Volatility Premium ETF in Q4 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Simplify Volatility Premium ETF position peaked at $6.3K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.