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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

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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. 10 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.
  • 10 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.