Raymond James Financial
SVOL icon

Raymond James Financial’s Simplify Volatility Premium ETF SVOL Stock Holding History

Raymond James Financial’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
-313
Closed -$5.76K – 6568
2025
Q2 		$5.76K Buy
+313
New +$5.38K ﹤0.01% 6129

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
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Raymond James Financial's SVOL Position: Q3 2025 in Review

Raymond James Financial sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2025, closing a stake of 313 shares — an estimated $5.76K sold.

Raymond James Financial first reported a position in SVOL in Q2 2025 and held it in 1 quarter. The position peaked at $5.76K in Q2 2025. 74 funds tracked by Wall St. Rank hold SVOL as of Q3 2025.

  • Raymond James Financial reported no remaining Simplify Volatility Premium ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 313 Simplify Volatility Premium ETF shares in Q3 2025, an estimated $5.76K.
  • Raymond James Financial first reported a position in Simplify Volatility Premium ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Simplify Volatility Premium ETF position peaked at $5.76K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.