Carson Wealth (CWM LLC)
SVOL icon

Carson Wealth (CWM LLC)’s Simplify Volatility Premium ETF SVOL Stock Holding History

Carson Wealth (CWM LLC)’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 		$738 Sell
48
-3,068
-98% -$51.7K ﹤0.01% 5439
2025
Q4 		$55K Buy
3,116
+78
+3% +$1.37K ﹤0.01% 3536
2025
Q3 		$55K Buy
3,038
+74
+2% +$1.3K ﹤0.01% 3453
2025
Q2 		$55K Buy
2,964
+87
+3% +$1.5K ﹤0.01% 3213
2025
Q1 		$52K Buy
+2,877
New +$58.5K ﹤0.01% 2964
2024
Q4 		– Sell
-2,200
Closed -$48K – 5156
2024
Q3 		$48K Buy
2,200
+2,146
+3,974% +$47.7K ﹤0.01% 2726
2024
Q2 		$1K Sell
54
-13,936
-100% -$314K ﹤0.01% 4488
2024
Q1 		$317K Sell
13,990
-1,797
-11% -$41K ﹤0.01% 1307
2023
Q4 		$360K Sell
15,787
-3,960
-20% -$89.3K ﹤0.01% 1188
2023
Q3 		$445K Sell
19,747
-1,065
-5% -$24.4K ﹤0.01% 1016
2023
Q2 		$478K Sell
20,812
-4,011
-16% -$89.3K ﹤0.01% 953
2023
Q1 		$540K Buy
+24,823
New +$551K ﹤0.01% 873

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

Carson Wealth (CWM LLC)'s SVOL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Simplify Volatility Premium ETF (SVOL) stake by 98% in Q1 2026, selling an estimated $51.7K and leaving 48 shares worth $738. The position accounts for ﹤0.01% of the portfolio, ranked #5439.

Carson Wealth (CWM LLC) first reported a position in SVOL in Q1 2023 and has held it in 12 quarters since. The position peaked at $540K in Q1 2023. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 48 shares of Simplify Volatility Premium ETF worth $738 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,068 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $51.7K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5439 holding.
  • Carson Wealth (CWM LLC) first reported a position in Simplify Volatility Premium ETF in Q1 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Simplify Volatility Premium ETF position peaked at $540K in Q1 2023.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.