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

Crewe 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 		$19.5K Buy
1,217
+24
+2% +$382 ﹤0.01% 625
2026
Q1 		$18.3K Hold
1,193
– – ﹤0.01% 540
2025
Q4 		$20.9K Hold
1,193
– – ﹤0.01% 480
2025
Q3 		$21.5K Buy
1,193
+7
+0.6% +$123 ﹤0.01% 483
2025
Q2 		$21.8K Buy
1,186
+7
+0.6% +$120 ﹤0.01% 357
2025
Q1 		$21.4K Sell
1,179
-128
-10% -$2.6K ﹤0.01% 344
2024
Q4 		$27.2K Buy
+1,307
New +$28.2K ﹤0.01% 328

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

Crewe Advisors's SVOL Position: Q2 2026 in Review

Crewe Advisors increased its Simplify Volatility Premium ETF (SVOL) stake by 2% in Q2 2026, buying an estimated $382 and bringing the position to 1,217 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Crewe Advisors first reported a position in SVOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.2K in Q4 2024. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Crewe Advisors held 1,217 shares of Simplify Volatility Premium ETF worth $19.5K as of Q2 2026.
  • Crewe Advisors bought 24 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $382.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #625 holding.
  • Crewe Advisors first reported a position in Simplify Volatility Premium ETF in Q4 2024 and has held it in 7 quarters since.
  • Crewe Advisors's Simplify Volatility Premium ETF position peaked at $27.2K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.