Clearstead Advisors
SVOL icon

Clearstead Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Clearstead 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 		$19.3K Sell
1,206
-264
-18% -$4.2K ﹤0.01% 1802
2026
Q1 		$22.6K Buy
1,470
+205
+16% +$3.46K ﹤0.01% 1430
2025
Q4 		$22.2K Buy
+1,265
New +$22.3K ﹤0.01% 1679

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Elevated Capital Advisors
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Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
FSA Advisors
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Clearstead Advisors's SVOL Position: Q2 2026 in Review

Clearstead Advisors reduced its Simplify Volatility Premium ETF (SVOL) stake by 18% in Q2 2026, selling an estimated $4.2K and leaving 1,206 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Clearstead Advisors first reported a position in SVOL in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.6K in Q1 2026. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Clearstead Advisors held 1,206 shares of Simplify Volatility Premium ETF worth $19.3K as of Q2 2026.
  • Clearstead Advisors sold 264 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $4.2K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1802 holding.
  • Clearstead Advisors first reported a position in Simplify Volatility Premium ETF in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Simplify Volatility Premium ETF position peaked at $22.6K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.