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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
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 		$99.6K Sell
5,672
-542
-9% -$9.54K ﹤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

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
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
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

CoreCap Advisors's SVOL Position: Q2 2026 in Review

CoreCap Advisors reduced its Simplify Volatility Premium ETF (SVOL) stake by 31% in Q2 2026, selling an estimated $27.5K and leaving 3,837 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

CoreCap Advisors first reported a position in SVOL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.61M in Q4 2024. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • CoreCap Advisors held 3,837 shares of Simplify Volatility Premium ETF worth $61.5K as of Q2 2026.
  • CoreCap Advisors sold 1,729 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $27.5K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1312 holding.
  • CoreCap Advisors first reported a position in Simplify Volatility Premium ETF in Q1 2024 and has held it in 10 quarters since.
  • CoreCap Advisors's Simplify Volatility Premium ETF position peaked at $2.61M in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.