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Cambridge Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Cambridge 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 		$828K Buy
51,609
+2,117
+4% +$33.7K 0.14% 92
2026
Q1 		$759K Buy
49,492
+1,638
+3% +$27.6K 0.15% 96
2025
Q4 		$840K Buy
47,854
+360
+0.8% +$6.34K 0.16% 92
2025
Q3 		$855K Sell
47,494
-794
-2% -$14K 0.17% 88
2025
Q2 		$888K Sell
48,288
-1,922
-4% -$33K 0.19% 83
2025
Q1 		$913K Buy
50,210
+3,960
+9% +$80.5K 0.2% 79
2024
Q4 		$962K Buy
46,250
+8,705
+23% +$188K 0.21% 76
2024
Q3 		$824K Buy
37,545
+8,725
+30% +$194K 0.18% 83
2024
Q2 		$647K Buy
28,820
+2,770
+11% +$62.4K 0.15% 97
2024
Q1 		$590K Buy
26,050
+1,772
+7% +$40.4K 0.14% 108
2023
Q4 		$553K Buy
24,278
+2,170
+10% +$48.9K 0.14% 102
2023
Q3 		$498K Buy
22,108
+1,744
+9% +$39.9K 0.13% 108
2023
Q2 		$467K Buy
20,364
+1,174
+6% +$26.1K 0.12% 112
2023
Q1 		$417K Sell
19,190
-17,086
-47% -$379K 0.11% 127
2022
Q4 		$794K Sell
36,276
-15,988
-31% -$344K 0.21% 83
2022
Q3 		$1.09M Buy
52,264
+21,950
+72% +$496K 0.31% 53
2022
Q2 		$673K Buy
30,314
+7,723
+34% +$178K 0.18% 89
2022
Q1 		$551K Buy
22,591
+3,892
+21% +$98K 0.13% 115
2021
Q4 		$505K Buy
18,699
+5,743
+44% +$157K 0.11% 124
2021
Q3 		$344K Buy
+12,956
New +$351K 0.08% 144

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

Cambridge Advisors's SVOL Position: Q2 2026 in Review

Cambridge Advisors increased its Simplify Volatility Premium ETF (SVOL) stake by 4.3% in Q2 2026, buying an estimated $33.7K and bringing the position to 51,609 shares worth $828K. The position accounts for 0.14% of the portfolio, ranked #92.

Cambridge Advisors first reported a position in SVOL in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.09M in Q3 2022. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Cambridge Advisors held 51,609 shares of Simplify Volatility Premium ETF worth $828K as of Q2 2026.
  • Cambridge Advisors bought 2,117 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $33.7K.
  • Simplify Volatility Premium ETF made up 0.14% of Cambridge Advisors's portfolio in Q2 2026, its #92 holding.
  • Cambridge Advisors first reported a position in Simplify Volatility Premium ETF in Q3 2021 and has held it in 20 quarters since.
  • Cambridge Advisors's Simplify Volatility Premium ETF position peaked at $1.09M in Q3 2022.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.