CAPTRUST Financial Advisors
SVOL icon

CAPTRUST Financial Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

CAPTRUST Financial 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
Q1 		$1.25M Buy
81,532
+9,397
+13% +$158K ﹤0.01% 1479
2025
Q4 		$1.27M Sell
72,135
-6,677
-8% -$118K ﹤0.01% 1359
2025
Q3 		$1.42M Sell
78,812
-6,591
-8% -$116K ﹤0.01% 1227
2025
Q2 		$1.57M Sell
85,403
-1,707
-2% -$29.3K ﹤0.01% 1094
2025
Q1 		$1.58M Buy
87,110
+13,723
+19% +$279K ﹤0.01% 1021
2024
Q4 		$1.53M Sell
73,387
-11,208
-13% -$242K ﹤0.01% 1010
2024
Q3 		$1.86M Sell
84,595
-7,631
-8% -$170K 0.01% 881
2024
Q2 		$2.07M Buy
92,226
+2,308
+3% +$52K 0.01% 805
2024
Q1 		$2.04M Buy
89,918
+129
+0.1% +$2.94K 0.01% 791
2023
Q4 		$2.05M Sell
89,789
-12,044
-12% -$272K 0.01% 896
2023
Q3 		$2.29M Buy
101,833
+2,572
+3% +$58.9K 0.01% 814
2023
Q2 		$2.28M Buy
+99,261
New +$2.21M 0.01% 778

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