Purchases and Sales Made in Q3 2025 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q3 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY ETF SIMPLIFY VOLATILI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-10.9K- 21.18% |
$179K - $209K
|
40.5K
$708K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-14.6K- 27.45% |
$241K - $282K
|
38.7K
$678K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-15.4K- 52.08% |
$253K - $296K
|
14.1K
$247K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-20.7K- 27.84% |
$341K - $399K
|
53.7K
$939K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-26K- 47.03% |
$428K - $501K
|
29.3K
$512K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-55.3K- 33.89% |
$911K - $1.07M
|
108K
$1.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-60.8K- 40.28% |
$1M - $1.17M
|
90.1K
$1.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-61.5K- 65.31% |
$1.01M - $1.18M
|
32.6K
$571K
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-159K- 33.58% |
$2.62M - $3.07M
|
315K
$5.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-168K- 51.72% |
$2.77M - $3.24M
|
157K
$2.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-570K- 48.54% |
$9.39M - $11M
|
604K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-806K- 45.51% |
$13.3M - $15.5M
|
965K
$16.9M
|
|