AWM
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AE Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

AE Wealth Management’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 		$12.6M Buy
787,825
+87,902
+13% +$1.4M 0.06% 271
2026
Q1 		$10.7M Sell
699,923
-64,484
-8% -$1.09M 0.06% 286
2025
Q4 		$13.4M Sell
764,407
-200,836
-21% -$3.54M 0.08% 250
2025
Q3 		$17.4M Sell
965,243
-806,227
-46% -$14.2M 0.11% 196
2025
Q2 		$32.6M Buy
1,771,470
+386,654
+28% +$6.64M 0.24% 102
2025
Q1 		$25.2M Buy
1,384,816
+534,805
+63% +$10.9M 0.21% 110
2024
Q4 		$17.7M Buy
850,011
+629,543
+286% +$13.6M 0.15% 160
2024
Q3 		$4.84M Buy
220,468
+78,085
+55% +$1.74M 0.04% 339
2024
Q2 		$3.2M Sell
142,383
-70,879
-33% -$1.6M 0.03% 424
2024
Q1 		$4.83M Buy
213,262
+60,952
+40% +$1.39M 0.05% 304
2023
Q4 		$3.47M Buy
152,310
+78,041
+105% +$1.76M 0.02% 713
2023
Q3 		$1.67M Buy
74,269
+53,282
+254% +$1.22M 0.01% 916
2023
Q2 		$482K Buy
+20,987
New +$467K ﹤0.01% 1412

Other funds holding SVOL

OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AE Wealth Management's SVOL Position: Q2 2026 in Review

AE Wealth Management increased its Simplify Volatility Premium ETF (SVOL) stake by 13% in Q2 2026, buying an estimated $1.4M and bringing the position to 787,825 shares worth $12.6M. The position accounts for 0.06% of the portfolio, ranked #271.

AE Wealth Management first reported a position in SVOL in Q2 2023 and has held it in 13 quarters since. The position peaked at $32.6M in Q2 2025. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • AE Wealth Management held 787,825 shares of Simplify Volatility Premium ETF worth $12.6M as of Q2 2026.
  • AE Wealth Management bought 87,902 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $1.4M.
  • Simplify Volatility Premium ETF made up 0.06% of AE Wealth Management's portfolio in Q2 2026, its #271 holding.
  • AE Wealth Management first reported a position in Simplify Volatility Premium ETF in Q2 2023 and has held it in 13 quarters since.
  • AE Wealth Management's Simplify Volatility Premium ETF position peaked at $32.6M in Q2 2025.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.