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OneDigital Investment Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

OneDigital Investment Advisors’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
-9,802
Closed -$204K – 1491
2024
Q4 		$204K Sell
9,802
-42,598
-81% -$918K ﹤0.01% 1329
2024
Q3 		$1.15M Sell
52,400
-731,798
-93% -$16.3M 0.01% 606
2024
Q2 		$17.6M Buy
784,198
+19,058
+2% +$429K 0.22% 88
2024
Q1 		$17.3M Sell
765,140
-36,376
-5% -$829K 0.27% 78
2023
Q4 		$18.3M Buy
801,516
+429,052
+115% +$9.68M 0.32% 68
2023
Q3 		$8.38M Buy
372,464
+33,394
+10% +$764K 0.18% 110
2023
Q2 		$7.78M Buy
339,070
+49,163
+17% +$1.09M 0.17% 111
2023
Q1 		$6.31M Buy
289,907
+90,150
+45% +$2M 0.15% 127
2022
Q4 		$4.37M Buy
199,757
+152,194
+320% +$3.27M 0.13% 141
2022
Q3 		$994K Buy
+47,563
New +$1.07M 0.04% 296

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

OneDigital Investment Advisors's SVOL Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2025, closing a stake of 9,802 shares — an estimated $204K sold.

OneDigital Investment Advisors first reported a position in SVOL in Q3 2022 and held it in 10 quarters. The position peaked at $18.3M in Q4 2023. 93 funds tracked by Wall St. Rank hold SVOL as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining Simplify Volatility Premium ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 9,802 Simplify Volatility Premium ETF shares in Q1 2025, an estimated $204K.
  • OneDigital Investment Advisors first reported a position in Simplify Volatility Premium ETF in Q3 2022 and held it in 10 quarters.
  • OneDigital Investment Advisors's Simplify Volatility Premium ETF position peaked at $18.3M in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.