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Sheaff Brock Investment Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Sheaff Brock Investment Advisors’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 		$182K Hold
10,000
– – 0.02% 409
2024
Q4 		$208K Buy
10,000
+600
+6% +$12.9K 0.02% 399
2024
Q3 		$206K Buy
9,400
+400
+4% +$8.9K 0.02% 397
2024
Q2 		$202K Buy
+9,000
New +$203K 0.02% 396

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
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 $80.5M AUM 16.64% 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
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Sheaff Brock Investment Advisors's SVOL Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Simplify Volatility Premium ETF (SVOL) position steady in Q1 2025 at 10,000 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #409.

Sheaff Brock Investment Advisors first reported a position in SVOL in Q2 2024 and has held it in 4 quarters since. The position peaked at $208K in Q4 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q1 2025.

  • Sheaff Brock Investment Advisors held 10,000 shares of Simplify Volatility Premium ETF worth $182K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Simplify Volatility Premium ETF share count unchanged in Q1 2025.
  • Simplify Volatility Premium ETF made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #409 holding.
  • Sheaff Brock Investment Advisors first reported a position in Simplify Volatility Premium ETF in Q2 2024 and has held it in 4 quarters since.
  • Sheaff Brock Investment Advisors's Simplify Volatility Premium ETF position peaked at $208K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.