POM Investment Strategies, LLC SVOL — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in POM Investment Strategies, LLC  ·  6 quarters on record

AI Ownership Summary

POM Investment Strategies, LLC reported SIMPLIFY EXCHANGE TRADED FUN (SVOL) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 7.37% in 2025 Q1. The latest visible filing shows SVOL at 0.06% 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 POM Investment Strategies, 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
2026 Q2

SVOL was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.37% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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 POM Investment Strategies, LLC fund profile POM Investment Strategies, LLC full holdings
How POM Investment Strategies, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,300 -4,128 -55.6% 0.06% $53K 2026-07-31 $15.54
2026 Q1 REDUCED 96.4% +9.4% ❌ 7,428 -197,811 -96.4% 0.14% $114K 2026-05-11 $14.79
2025 Q4 REDUCED 34.8% -7.9% ✅ 205,239 -109,727 -34.8% 1.85% $3.6M 2026-02-17 $14.98
2025 Q3 REDUCED 33.6% +3.3% ❌ 314,966 -159,255 -33.6% 3.08% $5.7M 2025-11-12 $14.90
2025 Q2 ADDED — — — 474,221 +127,448 +36.8% 6.23% $8.7M 2025-08-08 $13.59
2025 Q1 INITIATED — — — 346,773 — — 7.37% $6.3M 2025-04-30 $12.56

🏢 Other funds also holding SVOL

As of 2026 Q2 — sorted by position size

Owen LaRue, LLC 3Y 2.58% Key Capital Management, INC 1.54% Elevated Capital Advisors, LLC 3Y 1.53% HOWARD BAILEY SECURITIES, LLC 0.74% FSA Advisors, Inc. 0.72% Authentikos Wealth Advisory, LLC 3Y 0.59% Blackston Financial Advisory Group, LLC 3Y 0.51% B.O.S.S. Retirement Advisors, LLC 3Y 0.47% Park Edge Advisors, LLC 3Y 0.4% Networth Advisors, LLC 0.38%

FAQ About POM Investment Strategies, 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 POM Investment Strategies, LLC reported owning SVOL?

POM Investment Strategies, LLC reported SVOL across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported SVOL position in POM Investment Strategies, LLC's portfolio?

The largest reported portfolio weight for SVOL was 7.37% in 2025 Q1.

What is the latest reported SVOL position on this page?

The most recent filing on this page is 2026 Q2, when POM Investment Strategies, LLC reported 3,300 shares, equal to 0.06% of portfolio, with an estimated market value of $53K.

What does the chart on this SVOL ownership page compare?

The chart compares POM Investment Strategies, 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 POM Investment Strategies, LLC time their SVOL position?

Based on 13F filing dates vs. subsequent SVOL price moves, POM Investment Strategies, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SVOL relative to SPY over the holding period was +726.9%.

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