Fiduciary Alliance’s Simplify Volatility Premium ETF SVOL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$196K Sell
11,991
-1,733
-13% -$28.3K 0.01% 491
2026
Q2
$220K Buy
13,724
+147
+1% +$2.34K 0.01% 506
2026
Q1
$217K Sell
13,577
-3,682
-21% -$62.1K 0.01% 517
2025
Q4
$303K Sell
17,259
-16,958
-50% -$299K 0.02% 416
2025
Q3
$616K Sell
34,217
-10,199
-23% -$179K 0.04% 306
2025
Q2
$817K Sell
44,416
-4,738
-10% -$81.4K 0.06% 247
2025
Q1
$894K Buy
49,154
+9,452
+24% +$192K 0.09% 179
2024
Q4
$825K Buy
+39,702
New +$856K 0.08% 181

Other funds holding SVOL

Fiduciary Alliance's SVOL Position: Q3 2026 in Review

Fiduciary Alliance reduced its Simplify Volatility Premium ETF (SVOL) stake by 13% in Q3 2026, selling an estimated $28.3K and leaving 11,991 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #491.

Fiduciary Alliance first reported a position in SVOL in Q4 2024 and has held it in 8 quarters since. The position peaked at $894K in Q1 2025. 9 funds tracked by Wall St. Rank hold SVOL as of Q3 2026.

  • Fiduciary Alliance held 11,991 shares of Simplify Volatility Premium ETF worth $196K as of Q3 2026.
  • Fiduciary Alliance sold 1,733 Simplify Volatility Premium ETF shares in Q3 2026, an estimated $28.3K.
  • Simplify Volatility Premium ETF made up 0.01% of Fiduciary Alliance's portfolio in Q3 2026, its #491 holding.
  • Fiduciary Alliance first reported a position in Simplify Volatility Premium ETF in Q4 2024 and has held it in 8 quarters since.
  • Fiduciary Alliance's Simplify Volatility Premium ETF position peaked at $894K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.