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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
Q2 		$5.55M Buy
346,217
+41,576
+14% +$662K 1.53% 14
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 $21.5B AUM 26.98% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Elevated Capital Advisors's SVOL Position: Q2 2026 in Review

Elevated Capital Advisors increased its Simplify Volatility Premium ETF (SVOL) stake by 14% in Q2 2026, buying an estimated $662K and bringing the position to 346,217 shares worth $5.55M. The position accounts for 1.53% of the portfolio, ranked #14.

Elevated Capital Advisors first reported a position in SVOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.26M in Q4 2025. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Elevated Capital Advisors held 346,217 shares of Simplify Volatility Premium ETF worth $5.55M as of Q2 2026.
  • Elevated Capital Advisors bought 41,576 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $662K.
  • Simplify Volatility Premium ETF made up 1.53% of Elevated Capital Advisors's portfolio in Q2 2026, its #14 holding.
  • Elevated Capital Advisors first reported a position in Simplify Volatility Premium ETF in Q4 2024 and has held it in 7 quarters since.
  • Elevated Capital Advisors's Simplify Volatility Premium ETF position peaked at $7.26M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.