AWA
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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
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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Arkadios Wealth Advisors's SVOL Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in Simplify Volatility Premium ETF (SVOL) in Q1 2026: 10,175 shares worth $156K. The stake represents ﹤0.01% of the portfolio and ranks #1593 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in SVOL as recently as Q4 2024.

Arkadios Wealth Advisors first reported a position in SVOL in Q3 2024 and has held it in 3 quarters since. The position peaked at $667K in Q3 2024. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Arkadios Wealth Advisors held 10,175 shares of Simplify Volatility Premium ETF worth $156K as of Q1 2026.
  • Simplify Volatility Premium ETF was a new Arkadios Wealth Advisors position in Q1 2026.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1593 holding.
  • Arkadios Wealth Advisors first reported a position in Simplify Volatility Premium ETF in Q3 2024 and has held it in 3 quarters since.
  • Arkadios Wealth Advisors's Simplify Volatility Premium ETF position peaked at $667K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.