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Principal Securities’s Simplify Volatility Premium ETF SVOL Stock Holding History

Principal Securities’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
-71,342
Closed -$1.48M – 3876
2025
Q1 		$1.48M Hold
71,342
– – 0.03% 437
2024
Q4 		$1.48M Buy
71,342
+11,396
+19% +$246K 0.03% 433
2024
Q3 		$1.32M Buy
+59,946
New +$1.33M 0.03% 456

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
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 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 $71.6B AUM 21.08% 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

Principal Securities's SVOL Position: Q2 2025 in Review

Principal Securities sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2025, closing a stake of 71,342 shares — an estimated $1.48M sold.

Principal Securities first reported a position in SVOL in Q3 2024 and held it in 3 quarters. The position peaked at $1.48M in Q1 2025. 86 funds tracked by Wall St. Rank hold SVOL as of Q2 2025.

  • Principal Securities reported no remaining Simplify Volatility Premium ETF position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 71,342 Simplify Volatility Premium ETF shares in Q2 2025, an estimated $1.48M.
  • Principal Securities first reported a position in Simplify Volatility Premium ETF in Q3 2024 and held it in 3 quarters.
  • Principal Securities's Simplify Volatility Premium ETF position peaked at $1.48M in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.