CA
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
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

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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. 10 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.
  • 10 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.