Andina Capital Management, LLC SVOL — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Andina Capital Management, LLC  ·  8 quarters on record

AI Ownership Summary

Andina Capital Management, LLC reported SIMPLIFY EXCHANGE TRADED FUN (SVOL) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.24% in 2024 Q4. The latest visible filing shows SVOL at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SVOL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Andina Capital Management, LLC's position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SVOL was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.24% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SVOL stock page Andina Capital Management, LLC fund profile Andina Capital Management, LLC full holdings
How Andina Capital Management, LLC held SVOL — position size vs. price
% of Fund (quarterly)    SVOL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 16.1% -7.9% ✅ 45,676 -8,748 -16.1% 0.48% $802K 2026-02-12 $16.13
2025 Q3 ADDED — — — 54,424 +11,888 +27.9% 0.55% $980K 2025-10-30 $15.99
2025 Q2 REDUCED 46.9% +3.1% ❌ 42,536 -37,630 -46.9% 0.55% $782K 2025-07-21 $14.56
2025 Q1 ADDED — — — 80,166 +7,184 +9.8% 1.04% $1.5M 2025-05-14 $15.83
2024 Q4 ADDED — — — 72,982 +16,515 +29.2% 1.24% $1.5M 2025-01-21 $16.52
2024 Q3 ADDED — — — 56,467 +4,562 +8.8% 0.94% $1.2M 2024-10-25 $15.82
2024 Q2 ADDED — — — 51,905 +27,872 +116.0% 0.88% $1.2M 2024-07-16 $16.21
2024 Q1 INITIATED — — — 24,033 — — 0.43% $545K 2024-04-15 $14.93

🏢 Other funds also holding SVOL

As of 2026 Q1 — sorted by position size

HOWARD BAILEY SECURITIES, LLC 0.77% Blackston Financial Advisory Group, LLC 3Y 0.51% Claris Financial LLC 0.46% Networth Advisors, LLC 0.39% Park Edge Advisors, LLC 3Y 0.35% GREENBERG FINANCIAL GROUP 0.29% Tactive Advisors, LLC 0.25% Cambridge Advisors Inc. 3Y 7Y 0.15% Luminist Capital LLC 0.14% Mosley Wealth Management 0.08%

FAQ About Andina Capital Management, LLC and SVOL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Andina Capital Management, LLC reported owning SVOL?

Andina Capital Management, LLC reported SVOL across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SVOL position in Andina Capital Management, LLC's portfolio?

The largest reported portfolio weight for SVOL was 1.24% in 2024 Q4.

What is the latest reported SVOL position on this page?

The most recent filing on this page is 2025 Q4, when Andina Capital Management, LLC reported 45,676 shares, equal to 0.48% of portfolio, with an estimated market value of $802K.

What does the chart on this SVOL ownership page compare?

The chart compares Andina Capital Management, LLC's quarterly SVOL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Andina Capital Management, LLC time their SVOL position?

Based on 13F filing dates vs. subsequent SVOL price moves, Andina Capital Management, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on SVOL relative to SPY over the holding period was -12.5%.

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