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B.O.S.S. Retirement Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

B.O.S.S. Retirement 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 		$1.54M Buy
100,242
+6,106
+6% +$103K 0.47% 48
2025
Q4 		$1.65M Buy
94,136
+40,484
+75% +$713K 0.52% 44
2025
Q3 		$966K Sell
53,652
-20,697
-28% -$364K 0.23% 86
2025
Q2 		$1.37M Buy
74,349
+49,087
+194% +$843K 0.34% 59
2025
Q1 		$459K Buy
25,262
+9,115
+56% +$185K 0.13% 108
2024
Q4 		$336K Buy
+16,147
New +$348K 0.09% 135

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
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

B.O.S.S. Retirement Advisors's SVOL Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors increased its Simplify Volatility Premium ETF (SVOL) stake by 6.5% in Q1 2026, buying an estimated $103K and bringing the position to 100,242 shares worth $1.54M. The position accounts for 0.47% of the portfolio, ranked #48.

B.O.S.S. Retirement Advisors first reported a position in SVOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.65M in Q4 2025. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • B.O.S.S. Retirement Advisors held 100,242 shares of Simplify Volatility Premium ETF worth $1.54M as of Q1 2026.
  • B.O.S.S. Retirement Advisors bought 6,106 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $103K.
  • Simplify Volatility Premium ETF made up 0.47% of B.O.S.S. Retirement Advisors's portfolio in Q1 2026, its #48 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Simplify Volatility Premium ETF in Q4 2024 and has held it in 6 quarters since.
  • B.O.S.S. Retirement Advisors's Simplify Volatility Premium ETF position peaked at $1.65M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.