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SVOL icon

Allworth Financial’s Simplify Volatility Premium ETF SVOL Stock Holding History

Allworth Financial’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 		$160K Hold
10,000
– – ﹤0.01% 1637
2026
Q1 		$153K Hold
10,000
– – ﹤0.01% 1568
2025
Q4 		$176K Hold
10,000
– – ﹤0.01% 1409
2025
Q3 		$180K Hold
10,000
– – ﹤0.01% 1357
2025
Q2 		$184K Buy
+10,000
New +$172K ﹤0.01% 1218

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

Allworth Financial's SVOL Position: Q2 2026 in Review

Allworth Financial held its Simplify Volatility Premium ETF (SVOL) position steady in Q2 2026 at 10,000 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Allworth Financial first reported a position in SVOL in Q2 2025 and has held it in 5 quarters since. The position peaked at $184K in Q2 2025. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Allworth Financial held 10,000 shares of Simplify Volatility Premium ETF worth $160K as of Q2 2026.
  • Allworth Financial left its Simplify Volatility Premium ETF share count unchanged in Q2 2026.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1637 holding.
  • Allworth Financial first reported a position in Simplify Volatility Premium ETF in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's Simplify Volatility Premium ETF position peaked at $184K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.