Commonwealth Equity Services’s Simplify Volatility Premium ETF SVOL Stock Holding History

Commonwealth Equity Services’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	$1.09M	Sell	67,846 -55,201	-45%	-$879K	﹤0.01%	2657
2026 Q1	$1.89M	Sell	123,047 -35,745	-23%	-$603K	﹤0.01%	2062
2025 Q4	$2.79M	Buy	158,792 +1,762	+1%	+$31K	﹤0.01%	1737
2025 Q3	$2.83M	Sell	157,030 -168,196	-52%	-$2.96M	﹤0.01%	1746
2025 Q2	$5.98M	Sell	325,226 -2,185	-0.7%	-$37.5K	0.01%	1196
2025 Q1	$5.95M	Buy	327,411 +17,206	+6%	+$350K	0.01%	1177
2024 Q4	$6.45M	Sell	310,205 -39,924	-11%	-$860K	0.01%	1081
2024 Q3	$7.69M	Buy	350,129 +77,483	+28%	+$1.72M	0.01%	965
2024 Q2	$6.12M	Buy	272,646 +139,265	+104%	+$3.14M	0.01%	1070
2024 Q1	$3.02M	Sell	133,381 -2,742	-2%	-$62.5K	0.01%	1497
2023 Q4	$3.1M	Buy	136,123 +8,466	+7%	+$191K	0.01%	1407
2023 Q3	$2.87M	Sell	127,657 -2,533	-2%	-$58K	0.01%	1363
2023 Q2	$2.99M	Sell	130,190 -1,505	-1%	-$33.5K	0.01%	1357
2023 Q1	$2.86K	Buy	+131,695	New	+$2.92M	0.01%	1320

Other funds holding SVOL

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services's SVOL Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Simplify Volatility Premium ETF (SVOL) stake by 45% in Q2 2026, selling an estimated $879K and leaving 67,846 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2657.

Commonwealth Equity Services first reported a position in SVOL in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.69M in Q3 2024. 23 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

Commonwealth Equity Services held 67,846 shares of Simplify Volatility Premium ETF worth $1.09M as of Q2 2026.
Commonwealth Equity Services sold 55,201 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $879K.
Simplify Volatility Premium ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2657 holding.
Commonwealth Equity Services first reported a position in Simplify Volatility Premium ETF in Q1 2023 and has held it in 14 quarters since.
Commonwealth Equity Services's Simplify Volatility Premium ETF position peaked at $7.69M in Q3 2024.
23 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.