AWE
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
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 $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

Avidian Wealth Enterprises's SVOL Position: Q1 2026 in Review

Avidian Wealth Enterprises held its Simplify Volatility Premium ETF (SVOL) position steady in Q1 2026 at 31,065 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #447.

Avidian Wealth Enterprises first reported a position in SVOL in Q2 2025 and has held it in 4 quarters since. The position peaked at $571K in Q2 2025. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Avidian Wealth Enterprises held 31,065 shares of Simplify Volatility Premium ETF worth $477K as of Q1 2026.
  • Avidian Wealth Enterprises left its Simplify Volatility Premium ETF share count unchanged in Q1 2026.
  • Simplify Volatility Premium ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #447 holding.
  • Avidian Wealth Enterprises first reported a position in Simplify Volatility Premium ETF in Q2 2025 and has held it in 4 quarters since.
  • Avidian Wealth Enterprises's Simplify Volatility Premium ETF position peaked at $571K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.