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Beacon Capital Management LLC (Tennessee)’s Simplify Volatility Premium ETF SVOL Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$833K Sell
51,910
-18,832
-27% -$300K 0.12% 73
2026
Q1 		$1.09M Sell
70,742
-42,792
-38% -$722K 0.19% 55
2025
Q4 		$1.99M Sell
113,534
-490,736
-81% -$8.64M 0.31% 27
2025
Q3 		$10.9M Sell
604,270
-569,940
-49% -$10M 1.55% 15
2025
Q2 		$21.6M Buy
1,174,210
+301,046
+34% +$5.17M 2.91% 8
2025
Q1 		$15.9M Buy
873,164
+458,519
+111% +$9.32M 2.14% 11
2024
Q4 		$8.62M Buy
+414,645
New +$8.93M 1.12% 15

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

Beacon Capital Management LLC (Tennessee)'s SVOL Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Simplify Volatility Premium ETF (SVOL) stake by 27% in Q2 2026, selling an estimated $300K and leaving 51,910 shares worth $833K. The position accounts for 0.12% of the portfolio, ranked #73.

Beacon Capital Management LLC (Tennessee) first reported a position in SVOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.6M in Q2 2025. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 51,910 shares of Simplify Volatility Premium ETF worth $833K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) sold 18,832 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $300K.
  • Simplify Volatility Premium ETF made up 0.12% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #73 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Simplify Volatility Premium ETF in Q4 2024 and has held it in 7 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s Simplify Volatility Premium ETF position peaked at $21.6M in Q2 2025.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.