CoreCap Advisors
SVOL icon

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

CoreCap 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
Q3 		$41.6K Sell
2,538
-1,299
-34% -$21.2K ﹤0.01% 1494
2026
Q2 		$61.5K Sell
3,837
-1,729
-31% -$27.5K ﹤0.01% 1312
2026
Q1 		$85.4K Sell
5,566
-106
-2% -$1.79K ﹤0.01% 1085
2025
Q4 		$100K Sell
5,672
-542
-9% -$9.5K ﹤0.01% 1033
2025
Q3 		$112K Sell
6,214
-4,918
-44% -$86.5K ﹤0.01% 988
2025
Q2 		$205K Buy
11,132
+959
+9% +$16.5K 0.01% 741
2025
Q1 		$185K Sell
10,173
-115,568
-92% -$2.35M 0.01% 699
2024
Q4 		$2.61M Buy
125,741
+124,231
+8,227% +$2.68M 0.12% 171
2024
Q3 		$33.2K Sell
1,510
-51,687
-97% -$1.15M ﹤0.01% 1355
2024
Q2 		$1.19M Buy
53,197
+18,602
+54% +$419K 0.12% 143
2024
Q1 		$784K Buy
+34,595
New +$788K 0.04% 331

Other funds holding SVOL

MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

CoreCap Advisors's SVOL Position: Q3 2026 in Review

CoreCap Advisors reduced its Simplify Volatility Premium ETF (SVOL) stake by 34% in Q3 2026, selling an estimated $21.2K and leaving 2,538 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

CoreCap Advisors first reported a position in SVOL in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.61M in Q4 2024. 9 funds tracked by Wall St. Rank hold SVOL as of Q3 2026.

  • CoreCap Advisors held 2,538 shares of Simplify Volatility Premium ETF worth $41.6K as of Q3 2026.
  • CoreCap Advisors sold 1,299 Simplify Volatility Premium ETF shares in Q3 2026, an estimated $21.2K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1494 holding.
  • CoreCap Advisors first reported a position in Simplify Volatility Premium ETF in Q1 2024 and has held it in 11 quarters since.
  • CoreCap Advisors's Simplify Volatility Premium ETF position peaked at $2.61M in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.