SVOL β€” SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM

Ownership history in CIBC Private Wealth Group LLC  Β·  6 quarters on record

AI Ownership Summary

CIBC Private Wealth Group LLC reported SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM (SVOL) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows SVOL at 0.00% 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 CIBC Private Wealth Group LLC's position in SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM, 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 Q3

SVOL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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 Q3

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.

How CIBC Private Wealth Group LLC held SVOL β€” position size vs. price
% of Fund (quarterly)    SVOL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 382 β€” 0% 0.00% $7K 2025-11-24 $16.09
2025 Q2 UNCHANGED 382 β€” 0% 0.00% $7K 2025-08-12 $15.15
2025 Q1 REDUCED 382 -619 -61.8% 0.00% $5K 2025-05-14 $16.11
2024 Q3 REDUCED 1,001 -910 -47.6% 0.00% $22K 2024-11-13 $16.74
2024 Q2 ADDED 1,911 +322 +20.3% 0.00% $43K 2024-08-09 $16.10
2024 Q1 INITIATED 1,589 β€” β€” 0.00% $36K 2024-05-10 $16.00

FAQ About CIBC Private Wealth Group 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 CIBC Private Wealth Group LLC reported owning SVOL?

CIBC Private Wealth Group LLC reported SVOL across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported SVOL position in CIBC Private Wealth Group LLC's portfolio?

The largest reported portfolio weight for SVOL was 0.00% in 2024 Q2.

What is the latest reported SVOL position on this page?

The most recent filing on this page is 2025 Q3, when CIBC Private Wealth Group LLC reported 382 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this SVOL ownership page compare?

The chart compares CIBC Private Wealth Group 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.

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