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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
Q2 		$1.75M Buy
108,800
+8,558
+9% +$136K 0.47% 47
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 $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
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

B.O.S.S. Retirement Advisors's SVOL Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Simplify Volatility Premium ETF (SVOL) stake by 8.5% in Q2 2026, buying an estimated $136K and bringing the position to 108,800 shares worth $1.75M. The position accounts for 0.47% of the portfolio, ranked #47.

B.O.S.S. Retirement Advisors first reported a position in SVOL in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 108,800 shares of Simplify Volatility Premium ETF worth $1.75M as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 8,558 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $136K.
  • Simplify Volatility Premium ETF made up 0.47% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #47 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Simplify Volatility Premium ETF in Q4 2024 and has held it in 7 quarters since.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.