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Discipline Wealth Solutions’s Simplify Volatility Premium ETF SVOL Stock Holding History

Discipline Wealth Solutions’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 		$700K Buy
43,617
+8,592
+25% +$137K 0.06% 105
2026
Q1 		$537K Sell
35,025
-19,675
-36% -$332K 0.06% 102
2025
Q4 		$961K Buy
54,700
+9,243
+20% +$163K 0.18% 68
2025
Q3 		$818K Buy
+45,457
New +$800K 0.22% 68

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

Discipline Wealth Solutions's SVOL Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Simplify Volatility Premium ETF (SVOL) stake by 25% in Q2 2026, buying an estimated $137K and bringing the position to 43,617 shares worth $700K. The position accounts for 0.06% of the portfolio, ranked #105.

Discipline Wealth Solutions first reported a position in SVOL in Q3 2025 and has held it in 4 quarters since. The position peaked at $961K in Q4 2025. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Discipline Wealth Solutions held 43,617 shares of Simplify Volatility Premium ETF worth $700K as of Q2 2026.
  • Discipline Wealth Solutions bought 8,592 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $137K.
  • Simplify Volatility Premium ETF made up 0.06% of Discipline Wealth Solutions's portfolio in Q2 2026, its #105 holding.
  • Discipline Wealth Solutions first reported a position in Simplify Volatility Premium ETF in Q3 2025 and has held it in 4 quarters since.
  • Discipline Wealth Solutions's Simplify Volatility Premium ETF position peaked at $961K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.