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 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

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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.