OPS
SVOL icon

Orion Portfolio Solutions’s Simplify Volatility Premium ETF SVOL Stock Holding History

Orion Portfolio Solutions’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 		$296K Sell
16,257
-161
-1% -$3.27K ﹤0.01% 1639
2024
Q4 		$341K Buy
+16,418
New +$354K ﹤0.01% 1496

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
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 15.23% 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 $364M AUM 17.23% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

Orion Portfolio Solutions's SVOL Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Simplify Volatility Premium ETF (SVOL) stake by 0.98% in Q1 2025, selling an estimated $3.27K and leaving 16,257 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Orion Portfolio Solutions first reported a position in SVOL in Q4 2024 and has held it in 2 quarters since. The position peaked at $341K in Q4 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q1 2025.

  • Orion Portfolio Solutions held 16,257 shares of Simplify Volatility Premium ETF worth $296K as of Q1 2025.
  • Orion Portfolio Solutions sold 161 Simplify Volatility Premium ETF shares in Q1 2025, an estimated $3.27K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1639 holding.
  • Orion Portfolio Solutions first reported a position in Simplify Volatility Premium ETF in Q4 2024 and has held it in 2 quarters since.
  • Orion Portfolio Solutions's Simplify Volatility Premium ETF position peaked at $341K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.