Collaborative Wealth Management
SVOL icon

Collaborative Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Collaborative Wealth Management’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 		– Sell
-16,567
Closed -$291K – 233
2025
Q4 		$291K Sell
16,567
-16,413
-50% -$289K 0.1% 169
2025
Q3 		$594K Buy
32,980
+234
+0.7% +$4.12K 0.24% 82
2025
Q2 		$602K Buy
32,746
+3,389
+12% +$58.2K 0.26% 78
2025
Q1 		$534K Sell
29,357
-762
-3% -$15.5K 0.25% 82
2024
Q4 		$626K Buy
30,119
+532
+2% +$11.5K 0.28% 73
2024
Q3 		$650K Buy
29,587
+4,199
+17% +$93.4K 0.29% 77
2024
Q2 		$570K Buy
25,388
+7,282
+40% +$164K 0.28% 78
2024
Q1 		$410K Buy
18,106
+1,319
+8% +$30.1K 0.21% 102
2023
Q4 		$382K Hold
16,787
– – 0.21% 99
2023
Q3 		$378K Hold
16,787
– – 0.23% 102
2023
Q2 		$385K Buy
16,787
+242
+1% +$5.39K 0.23% 100
2023
Q1 		$360K Buy
16,545
+260
+2% +$5.77K 0.23% 106
2022
Q4 		$357K Buy
16,285
+473
+3% +$10.2K 0.23% 111
2022
Q3 		$330K Buy
15,812
+436
+3% +$9.8K 0.23% 113
2022
Q2 		$341K Buy
+15,376
New +$354K 0.22% 122
2021
Q4 		$403K Buy
+14,948
New +$408K 0.22% 130

Other funds holding SVOL

AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Cavalier Investments
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.25% 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 $2.55B AUM 17.5% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 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

Collaborative Wealth Management's SVOL Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2026, closing a stake of 16,567 shares — an estimated $291K sold.

Collaborative Wealth Management first reported a position in SVOL in Q4 2021 and held it in 16 quarters. The position peaked at $650K in Q3 2024. 79 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Simplify Volatility Premium ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 16,567 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $291K.
  • Collaborative Wealth Management first reported a position in Simplify Volatility Premium ETF in Q4 2021 and held it in 16 quarters.
  • Collaborative Wealth Management's Simplify Volatility Premium ETF position peaked at $650K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.