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Peak Financial Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Peak Financial 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
Q2 		– Sell
-502,384
Closed -$9.13M – 107
2025
Q1 		$9.13M Buy
502,384
+15,523
+3% +$316K 4.65% 6
2024
Q4 		$10.1M Buy
486,861
+7,306
+2% +$157K 5.26% 5
2024
Q3 		$10.5M Buy
479,555
+40,642
+9% +$904K 5.42% 4
2024
Q2 		$9.86M Buy
438,913
+96,758
+28% +$2.18M 5.66% 3
2024
Q1 		$7.75M Buy
342,155
+78,976
+30% +$1.8M 4.72% 3
2023
Q4 		$6M Buy
263,179
+72,543
+38% +$1.64M 4.01% 4
2023
Q3 		$4.29M Buy
+190,636
New +$4.36M 4.64% 9

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
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 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
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM

Peak Financial Advisors's SVOL Position: Q2 2025 in Review

Peak Financial Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2025, closing a stake of 502,384 shares — an estimated $9.13M sold.

Peak Financial Advisors first reported a position in SVOL in Q3 2023 and held it in 7 quarters. The position peaked at $10.5M in Q3 2024. 86 funds tracked by Wall St. Rank hold SVOL as of Q2 2025.

  • Peak Financial Advisors reported no remaining Simplify Volatility Premium ETF position as of Q2 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 502,384 Simplify Volatility Premium ETF shares in Q2 2025, an estimated $9.13M.
  • Peak Financial Advisors first reported a position in Simplify Volatility Premium ETF in Q3 2023 and held it in 7 quarters.
  • Peak Financial Advisors's Simplify Volatility Premium ETF position peaked at $10.5M in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.