BFAG
SVOL icon

Blackston Financial Advisory Group’s Simplify Volatility Premium ETF SVOL Stock Holding History

Blackston Financial Advisory Group’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 		$910K Buy
56,716
+3,769
+7% +$60K 0.51% 28
2026
Q1 		$812K Buy
52,947
+6,928
+15% +$117K 0.51% 31
2025
Q4 		$808K Buy
46,019
+5,564
+14% +$98K 0.49% 30
2025
Q3 		$728K Sell
40,455
-12,454
-24% -$219K 0.43% 35
2025
Q2 		$973K Buy
+52,909
New +$909K 0.61% 24

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

Blackston Financial Advisory Group's SVOL Position: Q2 2026 in Review

Blackston Financial Advisory Group increased its Simplify Volatility Premium ETF (SVOL) stake by 7.1% in Q2 2026, buying an estimated $60K and bringing the position to 56,716 shares worth $910K. The position accounts for 0.51% of the portfolio, ranked #28.

Blackston Financial Advisory Group first reported a position in SVOL in Q2 2025 and has held it in 5 quarters since. The position peaked at $973K in Q2 2025. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Blackston Financial Advisory Group held 56,716 shares of Simplify Volatility Premium ETF worth $910K as of Q2 2026.
  • Blackston Financial Advisory Group bought 3,769 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $60K.
  • Simplify Volatility Premium ETF made up 0.51% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #28 holding.
  • Blackston Financial Advisory Group first reported a position in Simplify Volatility Premium ETF in Q2 2025 and has held it in 5 quarters since.
  • Blackston Financial Advisory Group's Simplify Volatility Premium ETF position peaked at $973K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.