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

Fiduciary Alliance’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 		$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

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

Fiduciary Alliance's SVOL Position: Q2 2026 in Review

Fiduciary Alliance increased its Simplify Volatility Premium ETF (SVOL) stake by 1.1% in Q2 2026, buying an estimated $2.34K and bringing the position to 13,724 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #506.

Fiduciary Alliance first reported a position in SVOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $894K in Q1 2025. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Fiduciary Alliance held 13,724 shares of Simplify Volatility Premium ETF worth $220K as of Q2 2026.
  • Fiduciary Alliance bought 147 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $2.34K.
  • Simplify Volatility Premium ETF made up 0.01% of Fiduciary Alliance's portfolio in Q2 2026, its #506 holding.
  • Fiduciary Alliance first reported a position in Simplify Volatility Premium ETF in Q4 2024 and has held it in 7 quarters since.
  • Fiduciary Alliance's Simplify Volatility Premium ETF position peaked at $894K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.