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

Pin Oak 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 Q3	–	Sell	-820	Closed	-$14K	–	514
2025 Q2	$14K	Buy	820 +55	+7%	+$945	0.01%	307
2025 Q1	$15K	Buy	765 +650	+565%	+$13.2K	0.01%	293
2024 Q4	$3K	Hold	115	–	–	﹤0.01%	416
2024 Q3	$2K	Buy	115 +10	+10%	+$222	﹤0.01%	438
2024 Q2	$2K	Buy	105 +5	+5%	+$113	﹤0.01%	433
2024 Q1	$2K	Buy	+100	New	+$2.28K	﹤0.01%	432

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

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Pin Oak Investment Advisors's SVOL Position: Q3 2025 in Review

Pin Oak Investment Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2025, closing a stake of 820 shares — an estimated $14K sold.

Pin Oak Investment Advisors first reported a position in SVOL in Q1 2024 and held it in 6 quarters. The position peaked at $15K in Q1 2025. 74 funds tracked by Wall St. Rank hold SVOL as of Q3 2025.

Pin Oak Investment Advisors reported no remaining Simplify Volatility Premium ETF position as of Q3 2025 after selling out during the quarter.
Pin Oak Investment Advisors sold 820 Simplify Volatility Premium ETF shares in Q3 2025, an estimated $14K.
Pin Oak Investment Advisors first reported a position in Simplify Volatility Premium ETF in Q1 2024 and held it in 6 quarters.
Pin Oak Investment Advisors's Simplify Volatility Premium ETF position peaked at $15K in Q1 2025.
74 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.