PSFG
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Park Square Financial Group’s Simplify Volatility Premium ETF SVOL Stock Holding History

Park Square Financial Group’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 		– Sell
-24,107
Closed -$443K – 865
2025
Q2 		$443K Buy
24,107
+20,663
+600% +$355K 0.32% 55
2025
Q1 		$62.6K Buy
+3,444
New +$70K 0.05% 238

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 $567M AUM 16.01% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 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 $261M AUM 32.4% 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 $71.6B AUM 21.08% 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

Park Square Financial Group's SVOL Position: Q3 2025 in Review

Park Square Financial Group sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2025, closing a stake of 24,107 shares — an estimated $443K sold.

Park Square Financial Group first reported a position in SVOL in Q1 2025 and held it in 2 quarters. The position peaked at $443K in Q2 2025. 73 funds tracked by Wall St. Rank hold SVOL as of Q3 2025.

  • Park Square Financial Group reported no remaining Simplify Volatility Premium ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 24,107 Simplify Volatility Premium ETF shares in Q3 2025, an estimated $443K.
  • Park Square Financial Group first reported a position in Simplify Volatility Premium ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's Simplify Volatility Premium ETF position peaked at $443K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.