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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
Q3 		$860K Buy
52,564
+955
+2% +$15.6K 0.15% 91
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

MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cambridge Advisors's SVOL Position: Q3 2026 in Review

Cambridge Advisors increased its Simplify Volatility Premium ETF (SVOL) stake by 1.9% in Q3 2026, buying an estimated $15.6K and bringing the position to 52,564 shares worth $860K. The position accounts for 0.15% of the portfolio, ranked #91.

Cambridge Advisors first reported a position in SVOL in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.09M in Q3 2022. 9 funds tracked by Wall St. Rank hold SVOL as of Q3 2026.

  • Cambridge Advisors held 52,564 shares of Simplify Volatility Premium ETF worth $860K as of Q3 2026.
  • Cambridge Advisors bought 955 Simplify Volatility Premium ETF shares in Q3 2026, an estimated $15.6K.
  • Simplify Volatility Premium ETF made up 0.15% of Cambridge Advisors's portfolio in Q3 2026, its #91 holding.
  • Cambridge Advisors first reported a position in Simplify Volatility Premium ETF in Q3 2021 and has held it in 21 quarters since.
  • Cambridge Advisors's Simplify Volatility Premium ETF position peaked at $1.09M in Q3 2022.
  • 9 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.