Arkadios Wealth Advisors
SVOL icon

Arkadios Wealth Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Arkadios Wealth 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 		$172K Buy
10,721
+546
+5% +$8.69K ﹤0.01% 1655
2026
Q1 		$156K Buy
+10,175
New +$172K ﹤0.01% 1593
2025
Q1 		– Sell
-31,974
Closed -$665K – 1189
2024
Q4 		$665K Buy
31,974
+1,595
+5% +$34.4K 0.04% 441
2024
Q3 		$667K Buy
+30,379
New +$676K 0.04% 442

Other funds holding SVOL

AE Wealth Management
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Owen LaRue
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 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 $259M AUM 9.88% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 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

Arkadios Wealth Advisors's SVOL Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Simplify Volatility Premium ETF (SVOL) stake by 5.4% in Q2 2026, buying an estimated $8.69K and bringing the position to 10,721 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Arkadios Wealth Advisors first reported a position in SVOL in Q3 2024 and has held it in 4 quarters since. The position peaked at $667K in Q3 2024. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Arkadios Wealth Advisors held 10,721 shares of Simplify Volatility Premium ETF worth $172K as of Q2 2026.
  • Arkadios Wealth Advisors bought 546 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $8.69K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1655 holding.
  • Arkadios Wealth Advisors first reported a position in Simplify Volatility Premium ETF in Q3 2024 and has held it in 4 quarters since.
  • Arkadios Wealth Advisors's Simplify Volatility Premium ETF position peaked at $667K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.