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SVOLSVOL
6 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Steward Partners Investment Advisory, LLC holds 2,000 shares of SVOL (SIMPLIFY EXCHANGE TRADED FUN), worth $32,080 as of 2026-Q2. This is a new position. SVOL represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$32,080

Current Shares

2,000

Total Value Change

-$486,277

Total Shares Change

-22,933

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
2,000
-
$32,0800.0%$15.76
27
2025-Q4
Exited
0
-100.0%
$00.0%$15.53
0
2025-Q3
Unchanged
453
0.0%
$8,1540.0%$15.12
0
2025-Q2
New
453
-
$8,3310.0%$14.68
23
2025-Q1
Exited
0
-100.0%
$00.0%$13.79
0
2024-Q4
New
24,933
-
$518,3570.0%$15.16
33

Other major holders of SVOL: AE Wealth Management LLC, OneDigital Investment Advisors LLC

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