Aptus Capital Advisors
SVOL icon

Aptus Capital Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Aptus Capital Advisors’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 		$75.4K Sell
4,702
-3,410
-42% -$54.3K ﹤0.01% 1313
2026
Q1 		$124K Sell
8,112
-1,135
-12% -$19.1K ﹤0.01% 1099
2025
Q4 		$162K Hold
9,247
– – ﹤0.01% 1071
2025
Q3 		$166K Sell
9,247
-7,623
-45% -$134K ﹤0.01% 1015
2025
Q2 		$310K Buy
16,870
+2,180
+15% +$37.5K ﹤0.01% 812
2025
Q1 		$267K Sell
14,690
-5,120
-26% -$104K ﹤0.01% 801
2024
Q4 		$412K Buy
19,810
+73
+0.4% +$1.57K ﹤0.01% 694
2024
Q3 		$433K Sell
19,737
-842
-4% -$18.7K 0.01% 575
2024
Q2 		$462K Buy
20,579
+24
+0.1% +$540 0.01% 526
2024
Q1 		$466K Buy
+20,555
New +$468K 0.01% 534

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 $347M AUM 15.26% 1-Year Est. Return
FSA Advisors
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Aptus Capital Advisors's SVOL Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Simplify Volatility Premium ETF (SVOL) stake by 42% in Q2 2026, selling an estimated $54.3K and leaving 4,702 shares worth $75.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Aptus Capital Advisors first reported a position in SVOL in Q1 2024 and has held it in 10 quarters since. The position peaked at $466K in Q1 2024. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Aptus Capital Advisors held 4,702 shares of Simplify Volatility Premium ETF worth $75.4K as of Q2 2026.
  • Aptus Capital Advisors sold 3,410 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $54.3K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1313 holding.
  • Aptus Capital Advisors first reported a position in Simplify Volatility Premium ETF in Q1 2024 and has held it in 10 quarters since.
  • Aptus Capital Advisors's Simplify Volatility Premium ETF position peaked at $466K in Q1 2024.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.