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 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 Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return