AWE
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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

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

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. 69 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.
  • 69 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.