SVOL — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Straight Path Wealth Management  ·  3 quarters on record

This page tracks every 13F SEC filing in which Straight Path Wealth Management reported a position in SIMPLIFY EXCHANGE TRADED FUN (SVOL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2025 Q1)
Avg. % of fund
0.09%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 15,100 — 0% 0.07% $272K $16.51
2025 Q2 REDUCED 15,100 -50 -0.3% 0.09% $278K $16.03
2025 Q1 INITIATED 15,150 — — 0.11% $275K $15.06
% of Fund (quarterly)    SVOL price (monthly, adj. close)

Other funds also holding SVOL

As of 2025 Q4 — sorted by position size

Owen LaRue, LLC 3Y 2.23% POM Investment Strategies, LLC 1.85% Elevated Capital Advisors, LLC 3Y 1.69% FSA Advisors, Inc. 1.06% Legacy Wealth Managment, LLC/ID 0.86% Authentikos Wealth Advisory, LLC 0.76% HOWARD BAILEY SECURITIES, LLC 0.75% Blackston Financial Advisory Group, LLC 3Y 0.49% Andina Capital Management, LLC 0.48% Claris Financial LLC 0.45%
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