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Retirement Planning Group (Kansas)’s Simplify Volatility Premium ETF SVOL Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		– Sell
-16,970
Closed -$353K – 315
2024
Q4 		$353K Sell
16,970
-1,190
-7% -$25.6K 0.02% 219
2024
Q3 		$399K Sell
18,160
-1,264
-7% -$28.1K 0.02% 194
2024
Q2 		$436K Buy
+19,424
New +$437K 0.03% 161

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
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SVOL Position: Q1 2025 in Review

Retirement Planning Group (Kansas) sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2025, closing a stake of 16,970 shares — an estimated $353K sold.

Retirement Planning Group (Kansas) first reported a position in SVOL in Q2 2024 and held it in 3 quarters. The position peaked at $436K in Q2 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q1 2025.

  • Retirement Planning Group (Kansas) reported no remaining Simplify Volatility Premium ETF position as of Q1 2025 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 16,970 Simplify Volatility Premium ETF shares in Q1 2025, an estimated $353K.
  • Retirement Planning Group (Kansas) first reported a position in Simplify Volatility Premium ETF in Q2 2024 and held it in 3 quarters.
  • Retirement Planning Group (Kansas)'s Simplify Volatility Premium ETF position peaked at $436K in Q2 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2025.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2025, filed 10 Apr 2025.