PWM
SVOL icon

Prosperity Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Prosperity Wealth Management’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
-46,554
Closed -$846K – 275
2025
Q1 		$846K Buy
46,554
+22,636
+95% +$460K 0.4% 54
2024
Q4 		$497K Buy
23,918
+12,493
+109% +$269K 0.2% 96
2024
Q3 		$251K Buy
+11,425
New +$254K 0.1% 157

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

Prosperity Wealth Management's SVOL Position: Q2 2025 in Review

Prosperity Wealth Management sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2025, closing a stake of 46,554 shares — an estimated $846K sold.

Prosperity Wealth Management first reported a position in SVOL in Q3 2024 and held it in 3 quarters. The position peaked at $846K in Q1 2025. 86 funds tracked by Wall St. Rank hold SVOL as of Q2 2025.

  • Prosperity Wealth Management reported no remaining Simplify Volatility Premium ETF position as of Q2 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 46,554 Simplify Volatility Premium ETF shares in Q2 2025, an estimated $846K.
  • Prosperity Wealth Management first reported a position in Simplify Volatility Premium ETF in Q3 2024 and held it in 3 quarters.
  • Prosperity Wealth Management's Simplify Volatility Premium ETF position peaked at $846K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2025.

Based on Prosperity Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.