ECA
SVOL icon

Elevated Capital Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Elevated Capital 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
Q1 		$4.67M Sell
304,641
-108,948
-26% -$1.84M 1.18% 19
2025
Q4 		$7.26M Buy
413,589
+67,939
+20% +$1.2M 1.69% 10
2025
Q3 		$6.22M Buy
345,650
+108,682
+46% +$1.91M 1.55% 13
2025
Q2 		$4.31M Hold
236,968
– – 1.21% 19
2025
Q1 		$4.31M Buy
236,968
+187,112
+375% +$3.8M 1.21% 19
2024
Q4 		$1.04M Buy
+49,856
New +$1.07M 0.28% 96

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $388M 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 $3.61B 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
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return