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
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 $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

Blackston Financial Advisory Group's SVOL Position: Q1 2026 in Review

Blackston Financial Advisory Group increased its Simplify Volatility Premium ETF (SVOL) stake by 15% in Q1 2026, buying an estimated $117K and bringing the position to 52,947 shares worth $812K. The position accounts for 0.51% of the portfolio, ranked #31.

Blackston Financial Advisory Group first reported a position in SVOL in Q2 2025 and has held it in 4 quarters since. The position peaked at $973K in Q2 2025. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Blackston Financial Advisory Group held 52,947 shares of Simplify Volatility Premium ETF worth $812K as of Q1 2026.
  • Blackston Financial Advisory Group bought 6,928 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $117K.
  • Simplify Volatility Premium ETF made up 0.51% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #31 holding.
  • Blackston Financial Advisory Group first reported a position in Simplify Volatility Premium ETF in Q2 2025 and has held it in 4 quarters since.
  • Blackston Financial Advisory Group's Simplify Volatility Premium ETF position peaked at $973K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.