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Tucker Asset Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Tucker Asset 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 		$12.6K Buy
+716
New +$12.6K ﹤0.01% 539
2025
Q1 		– Sell
-687
Closed -$14.3K – 852
2024
Q4 		$14.3K Buy
+687
New +$14.8K ﹤0.01% 645
2024
Q1 		– Sell
-220
Closed -$5.01K – 1769
2023
Q4 		$5.01K Hold
220
– – ﹤0.01% 899
2023
Q3 		$4.95K Buy
+220
New +$5.03K ﹤0.01% 826

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

Tucker Asset Management's SVOL Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Simplify Volatility Premium ETF (SVOL) in Q4 2025: 716 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in SVOL as recently as Q4 2024.

Tucker Asset Management first reported a position in SVOL in Q3 2023 and has held it in 4 quarters since. The position peaked at $14.3K in Q4 2024. 79 funds tracked by Wall St. Rank hold SVOL as of Q4 2025.

  • Tucker Asset Management held 716 shares of Simplify Volatility Premium ETF worth $12.6K as of Q4 2025.
  • Simplify Volatility Premium ETF was a new Tucker Asset Management position in Q4 2025.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #539 holding.
  • Tucker Asset Management first reported a position in Simplify Volatility Premium ETF in Q3 2023 and has held it in 4 quarters since.
  • Tucker Asset Management's Simplify Volatility Premium ETF position peaked at $14.3K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.