Commonwealth Equity Services
SVOL icon

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 		$2.86M Buy
+131,695
New +$2.92M 0.01% 1320

Other funds holding SVOL

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Owen LaRue
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
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

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. 70 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.
  • 70 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.