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Vista Investment Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Vista Investment 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
Q3 		– Sell
-12,611
Closed -$232K – 175
2025
Q2 		$232K Buy
12,611
+306
+2% +$5.26K 0.09% 158
2025
Q1 		$224K Sell
12,305
-248
-2% -$5.04K 0.09% 162
2024
Q4 		$261K Buy
+12,553
New +$270K 0.1% 158

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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 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
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Vista Investment Management's SVOL Position: Q3 2025 in Review

Vista Investment Management sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2025, closing a stake of 12,611 shares — an estimated $232K sold.

Vista Investment Management first reported a position in SVOL in Q4 2024 and held it in 3 quarters. The position peaked at $261K in Q4 2024. 73 funds tracked by Wall St. Rank hold SVOL as of Q3 2025.

  • Vista Investment Management reported no remaining Simplify Volatility Premium ETF position as of Q3 2025 after selling out during the quarter.
  • Vista Investment Management sold 12,611 Simplify Volatility Premium ETF shares in Q3 2025, an estimated $232K.
  • Vista Investment Management first reported a position in Simplify Volatility Premium ETF in Q4 2024 and held it in 3 quarters.
  • Vista Investment Management's Simplify Volatility Premium ETF position peaked at $261K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2025.

Based on Vista Investment Management's 13F filing for Q3 2025, filed 7 Nov 2025.