Advisor OS
SVOL icon

Advisor OS’s Simplify Volatility Premium ETF SVOL Stock Holding History

Advisor OS’s Portfolio SVOL Stock Details SVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,046
Closed -$185K – 621
2026
Q1 		$185K Buy
12,046
+280
+2% +$4.72K 0.01% 558
2025
Q4 		$207K Buy
11,766
+1,705
+17% +$30K 0.02% 470
2025
Q3 		$181K Buy
+10,061
New +$177K 0.02% 456

Other funds holding SVOL

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Owen LaRue
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FSA Advisors
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Advisor OS's SVOL Position: Q2 2026 in Review

Advisor OS sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2026, closing a stake of 12,046 shares — an estimated $185K sold.

Advisor OS first reported a position in SVOL in Q3 2025 and held it in 3 quarters. The position peaked at $207K in Q4 2025. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Advisor OS reported no remaining Simplify Volatility Premium ETF position as of Q2 2026 after selling out during the quarter.
  • Advisor OS sold 12,046 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $185K.
  • Advisor OS first reported a position in Simplify Volatility Premium ETF in Q3 2025 and held it in 3 quarters.
  • Advisor OS's Simplify Volatility Premium ETF position peaked at $207K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.