Avidian Wealth Enterprises
SVOL icon

Avidian Wealth Enterprises’s Simplify Volatility Premium ETF SVOL Stock Holding History

Avidian Wealth Enterprises’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 		– Sell
-31,065
Closed -$477K – 763
2026
Q1 		$477K Hold
31,065
– – 0.02% 447
2025
Q4 		$546K Hold
31,065
– – 0.02% 355
2025
Q3 		$559K Hold
31,065
– – 0.02% 344
2025
Q2 		$571K Buy
+31,065
New +$534K 0.02% 305

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Avidian Wealth Enterprises's SVOL Position: Q2 2026 in Review

Avidian Wealth Enterprises sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2026, closing a stake of 31,065 shares — an estimated $477K sold.

Avidian Wealth Enterprises first reported a position in SVOL in Q2 2025 and held it in 4 quarters. The position peaked at $571K in Q2 2025. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Avidian Wealth Enterprises reported no remaining Simplify Volatility Premium ETF position as of Q2 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 31,065 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $477K.
  • Avidian Wealth Enterprises first reported a position in Simplify Volatility Premium ETF in Q2 2025 and held it in 4 quarters.
  • Avidian Wealth Enterprises's Simplify Volatility Premium ETF position peaked at $571K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.