Envestnet Asset Management
SVOL icon

Envestnet Asset Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Envestnet Asset Management’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 		$623K Buy
38,824
+5,692
+17% +$90.6K ﹤0.01% 3923
2026
Q1 		$508K Buy
33,132
+1,244
+4% +$21K ﹤0.01% 3928
2025
Q4 		$560K Buy
31,888
+2,845
+10% +$50.1K ﹤0.01% 3626
2025
Q3 		$523K Buy
+29,043
New +$511K ﹤0.01% 3730
2025
Q2 		– Sell
-10,100
Closed -$184K – 4548
2025
Q1 		$184K Sell
10,100
-64,388
-86% -$1.31M ﹤0.01% 4156
2024
Q4 		$1.55M Buy
74,488
+13,316
+22% +$287K ﹤0.01% 2855
2024
Q3 		$1.34M Buy
+61,172
New +$1.36M ﹤0.01% 2925
2024
Q1 		– Sell
-13,442
Closed -$306K – 4278
2023
Q4 		$306K Sell
13,442
-1,904
-12% -$42.9K ﹤0.01% 3614
2023
Q3 		$345K Sell
15,346
-9,723
-39% -$222K ﹤0.01% 3453
2023
Q2 		$575K Sell
25,069
-3,805
-13% -$84.7K ﹤0.01% 3124
2023
Q1 		$628K Sell
28,874
-17,004
-37% -$377K ﹤0.01% 2996
2022
Q4 		$1M Buy
+45,878
New +$986K ﹤0.01% 2641

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

Envestnet Asset Management's SVOL Position: Q2 2026 in Review

Envestnet Asset Management increased its Simplify Volatility Premium ETF (SVOL) stake by 17% in Q2 2026, buying an estimated $90.6K and bringing the position to 38,824 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #3923.

Envestnet Asset Management first reported a position in SVOL in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.55M in Q4 2024. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Envestnet Asset Management held 38,824 shares of Simplify Volatility Premium ETF worth $623K as of Q2 2026.
  • Envestnet Asset Management bought 5,692 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $90.6K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3923 holding.
  • Envestnet Asset Management first reported a position in Simplify Volatility Premium ETF in Q4 2022 and has held it in 12 quarters since.
  • Envestnet Asset Management's Simplify Volatility Premium ETF position peaked at $1.55M in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.