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ORG Wealth Partners’s Simplify Volatility Premium ETF SVOL Stock Holding History

ORG Wealth Partners’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
-1,132
Closed -$23.5K – 807
2024
Q4 		$23.5K Hold
1,132
– – 0.01% 329
2024
Q3 		$24.9K Buy
+1,132
New +$25.2K 0.01% 318

Other funds holding SVOL

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BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 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 $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

ORG Wealth Partners's SVOL Position: Q1 2025 in Review

ORG Wealth Partners sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2025, closing a stake of 1,132 shares — an estimated $23.5K sold.

ORG Wealth Partners first reported a position in SVOL in Q3 2024 and held it in 2 quarters. The position peaked at $24.9K in Q3 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q1 2025.

  • ORG Wealth Partners reported no remaining Simplify Volatility Premium ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 1,132 Simplify Volatility Premium ETF shares in Q1 2025, an estimated $23.5K.
  • ORG Wealth Partners first reported a position in Simplify Volatility Premium ETF in Q3 2024 and held it in 2 quarters.
  • ORG Wealth Partners's Simplify Volatility Premium ETF position peaked at $24.9K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.