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Steward Partners Investment Advisory’s Simplify Volatility Premium ETF SVOL Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-453
Closed -$8.15K – 4464
2025
Q3 		$8.15K Hold
453
– – ﹤0.01% 3485
2025
Q2 		$8.33K Buy
+453
New +$7.78K ﹤0.01% 3292
2025
Q1 		– Sell
-24,933
Closed -$518K – 4150
2024
Q4 		$518K Buy
+24,933
New +$537K ﹤0.01% 1140

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Steward Partners Investment Advisory's SVOL Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2025, closing a stake of 453 shares — an estimated $8.15K sold.

Steward Partners Investment Advisory first reported a position in SVOL in Q4 2024 and held it in 3 quarters. The position peaked at $518K in Q4 2024. 79 funds tracked by Wall St. Rank hold SVOL as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Simplify Volatility Premium ETF position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 453 Simplify Volatility Premium ETF shares in Q4 2025, an estimated $8.15K.
  • Steward Partners Investment Advisory first reported a position in Simplify Volatility Premium ETF in Q4 2024 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Simplify Volatility Premium ETF position peaked at $518K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.