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Duncker Streett & Co’s Simplify Volatility Premium ETF SVOL Stock Holding History

Duncker Streett & Co’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
Q1 		$3.07K Hold
200
– – ﹤0.01% 476
2025
Q4 		$3.51K Hold
200
– – ﹤0.01% 468
2025
Q3 		$3.6K Buy
+200
New +$3.52K ﹤0.01% 476

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Duncker Streett & Co's SVOL Position: Q1 2026 in Review

Duncker Streett & Co held its Simplify Volatility Premium ETF (SVOL) position steady in Q1 2026 at 200 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Duncker Streett & Co first reported a position in SVOL in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.6K in Q3 2025. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Duncker Streett & Co held 200 shares of Simplify Volatility Premium ETF worth $3.07K as of Q1 2026.
  • Duncker Streett & Co left its Simplify Volatility Premium ETF share count unchanged in Q1 2026.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Duncker Streett & Co's portfolio in Q1 2026, its #476 holding.
  • Duncker Streett & Co first reported a position in Simplify Volatility Premium ETF in Q3 2025 and has held it in 3 quarters since.
  • Duncker Streett & Co's Simplify Volatility Premium ETF position peaked at $3.6K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.