PIS
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POM Investment Strategies’s Simplify Volatility Premium ETF SVOL Stock Holding History

POM Investment Strategies’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
2026
Q2 		$52.9K Sell
3,300
-4,128
-56% -$65.7K 0.06% 89
2026
Q1 		$114K Sell
7,428
-197,811
-96% -$3.34M 0.14% 69
2025
Q4 		$3.6M Sell
205,239
-109,727
-35% -$1.93M 1.85% 14
2025
Q3 		$5.67M Sell
314,966
-159,255
-34% -$2.8M 3.08% 13
2025
Q2 		$8.72M Buy
474,221
+127,448
+37% +$2.19M 6.23% 7
2025
Q1 		$6.3M Buy
+346,773
New +$7.05M 7.37% 7

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

POM Investment Strategies's SVOL Position: Q2 2026 in Review

POM Investment Strategies reduced its Simplify Volatility Premium ETF (SVOL) stake by 56% in Q2 2026, selling an estimated $65.7K and leaving 3,300 shares worth $52.9K. The position accounts for 0.06% of the portfolio, ranked #89.

POM Investment Strategies first reported a position in SVOL in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.72M in Q2 2025. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • POM Investment Strategies held 3,300 shares of Simplify Volatility Premium ETF worth $52.9K as of Q2 2026.
  • POM Investment Strategies sold 4,128 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $65.7K.
  • Simplify Volatility Premium ETF made up 0.06% of POM Investment Strategies's portfolio in Q2 2026, its #89 holding.
  • POM Investment Strategies first reported a position in Simplify Volatility Premium ETF in Q1 2025 and has held it in 6 quarters since.
  • POM Investment Strategies's Simplify Volatility Premium ETF position peaked at $8.72M in Q2 2025.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.