SPWM
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Straight Path Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Straight Path Wealth Management’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
-15,100
Closed -$272K – 148
2025
Q3 		$272K Hold
15,100
– – 0.07% 113
2025
Q2 		$278K Sell
15,100
-50
-0.3% -$859 0.09% 90
2025
Q1 		$275K Buy
+15,150
New +$308K 0.11% 77

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 $288M AUM 29.4% 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

Straight Path Wealth Management's SVOL Position: Q4 2025 in Review

Straight Path Wealth Management sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2025, closing a stake of 15,100 shares — an estimated $272K sold.

Straight Path Wealth Management first reported a position in SVOL in Q1 2025 and held it in 3 quarters. The position peaked at $278K in Q2 2025. 79 funds tracked by Wall St. Rank hold SVOL as of Q4 2025.

  • Straight Path Wealth Management reported no remaining Simplify Volatility Premium ETF position as of Q4 2025 after selling out during the quarter.
  • Straight Path Wealth Management sold 15,100 Simplify Volatility Premium ETF shares in Q4 2025, an estimated $272K.
  • Straight Path Wealth Management first reported a position in Simplify Volatility Premium ETF in Q1 2025 and held it in 3 quarters.
  • Straight Path Wealth Management's Simplify Volatility Premium ETF position peaked at $278K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2025.

Based on Straight Path Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.