Ieq Capital, LLC Simplify ETF Simplify Volatili Transaction History

Ieq Capital, LLC

$32.2 Billion
Q3 2025

A detailed history of Ieq Capital, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Ieq Capital, LLC holds 73,116 shares of SVOL stock, worth $1.28 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

73,116

Holding current value

$1.28 Million

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$16.48 - $19.27 $1.2 Million - $1.41 Million	73,116 New	73,116 $1.32 Million

Others Institutions Holding SVOL

# of Institutions

Shares Held

5.14M

Call Options Held

199K

Put Options Held

118K

Ae Wealth Management LLC

965K
Shares

$16.9 Million
0.13% of portfolio
Beacon Capital Management, LLC

604K
Shares

$10.6 Million
1.82% of portfolio
Elevated Capital Advisors, LLC Sandy, UT

346K
Shares

$6.05 Million
1.84% of portfolio
Pom Investment Strategies, LLC Raleigh, NC

315K
Shares

$5.51 Million
3.08% of portfolio
Visionary Wealth Advisors O'fallon, IL

201K
Shares

$3.53 Million
0.18% of portfolio

View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

More about SVOL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ieq Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ieq Capital, LLC with notifications on news.

Account