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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
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 $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

Beacon Capital Management LLC (Tennessee)'s SVOL Position: Q1 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Simplify Volatility Premium ETF (SVOL) stake by 38% in Q1 2026, selling an estimated $722K and leaving 70,742 shares worth $1.09M. The position accounts for 0.19% of the portfolio, ranked #55.

Beacon Capital Management LLC (Tennessee) first reported a position in SVOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.6M in Q2 2025. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Beacon Capital Management LLC (Tennessee) held 70,742 shares of Simplify Volatility Premium ETF worth $1.09M as of Q1 2026.
  • Beacon Capital Management LLC (Tennessee) sold 42,792 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $722K.
  • Simplify Volatility Premium ETF made up 0.19% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q1 2026, its #55 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Simplify Volatility Premium ETF in Q4 2024 and has held it in 6 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s Simplify Volatility Premium ETF position peaked at $21.6M in Q2 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2026, filed 11 May 2026.