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 $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
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 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 $79.5B AUM 27.1% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM

Smith Anglin Financial's SVOL Position: Q2 2025 in Review

Smith Anglin Financial reduced its Simplify Volatility Premium ETF (SVOL) stake by 52% in Q2 2025, selling an estimated $287K and leaving 15,238 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #167.

Smith Anglin Financial first reported a position in SVOL in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.89M in Q2 2024. 86 funds tracked by Wall St. Rank hold SVOL as of Q2 2025.

  • Smith Anglin Financial held 15,238 shares of Simplify Volatility Premium ETF worth $280K as of Q2 2025.
  • Smith Anglin Financial sold 16,689 Simplify Volatility Premium ETF shares in Q2 2025, an estimated $287K.
  • Simplify Volatility Premium ETF made up 0.03% of Smith Anglin Financial's portfolio in Q2 2025, its #167 holding.
  • Smith Anglin Financial first reported a position in Simplify Volatility Premium ETF in Q2 2022 and has held it in 13 quarters since.
  • Smith Anglin Financial's Simplify Volatility Premium ETF position peaked at $1.89M in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.