SAF
SVOL icon

Smith Anglin Financial’s Simplify Volatility Premium ETF SVOL Stock Holding History

Smith Anglin 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
Q2 		$280K Sell
15,238
-16,689
-52% -$287K 0.03% 167
2025
Q1 		$580K Sell
31,927
-48,402
-60% -$984K 0.06% 107
2024
Q4 		$1.67M Sell
80,329
-5,445
-6% -$117K 0.16% 55
2024
Q3 		$1.88M Buy
85,774
+1,496
+2% +$33.3K 0.18% 49
2024
Q2 		$1.89M Buy
84,278
+5,925
+8% +$133K 0.19% 43
2024
Q1 		$1.78M Buy
78,353
+7,595
+11% +$173K 0.18% 46
2023
Q4 		$1.61M Buy
70,758
+19,979
+39% +$451K 0.19% 51
2023
Q3 		$1.14M Sell
50,779
-2,857
-5% -$65.4K 0.14% 63
2023
Q2 		$1.23M Buy
53,636
+2,364
+5% +$52.6K 0.15% 63
2023
Q1 		$1.12M Buy
51,272
+13,240
+35% +$294K 0.17% 62
2022
Q4 		$833K Buy
38,032
+1,180
+3% +$25.4K 0.16% 60
2022
Q3 		$770K Buy
36,852
+12,394
+51% +$280K 0.16% 57
2022
Q2 		$543K Buy
+24,458
New +$563K 0.16% 66

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