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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
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

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

Clearstead Advisors's SVOL Position: Q1 2026 in Review

Clearstead Advisors increased its Simplify Volatility Premium ETF (SVOL) stake by 16% in Q1 2026, buying an estimated $3.46K and bringing the position to 1,470 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Clearstead Advisors first reported a position in SVOL in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Clearstead Advisors held 1,470 shares of Simplify Volatility Premium ETF worth $22.6K as of Q1 2026.
  • Clearstead Advisors bought 205 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $3.46K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1430 holding.
  • Clearstead Advisors first reported a position in Simplify Volatility Premium ETF in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.