APW
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Allied Private Wealth’s Simplify Volatility Premium ETF SVOL Stock Holding History

Allied Private Wealth’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 		$16K Buy
+1,000
New +$15.9K 0.01% 432

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
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

Allied Private Wealth's SVOL Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Simplify Volatility Premium ETF (SVOL) in Q2 2026: 1,000 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #432 among its holdings.

69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Allied Private Wealth held 1,000 shares of Simplify Volatility Premium ETF worth $16K as of Q2 2026.
  • Simplify Volatility Premium ETF was a new Allied Private Wealth position in Q2 2026.
  • Simplify Volatility Premium ETF made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #432 holding.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.