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

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Cavalier Investments
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
Owen LaRue
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
One Capital Management
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 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. 79 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.
  • 79 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.