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
Q2 		$1.17M Sell
72,633
-8,899
-11% -$142K ﹤0.01% 1656
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 $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

CAPTRUST Financial Advisors's SVOL Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Simplify Volatility Premium ETF (SVOL) stake by 11% in Q2 2026, selling an estimated $142K and leaving 72,633 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

CAPTRUST Financial Advisors first reported a position in SVOL in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.29M in Q3 2023. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • CAPTRUST Financial Advisors held 72,633 shares of Simplify Volatility Premium ETF worth $1.17M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 8,899 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $142K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1656 holding.
  • CAPTRUST Financial Advisors first reported a position in Simplify Volatility Premium ETF in Q2 2023 and has held it in 13 quarters since.
  • CAPTRUST Financial Advisors's Simplify Volatility Premium ETF position peaked at $2.29M in Q3 2023.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.