FA
SVOL icon

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
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 $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Fiduciary Alliance's SVOL Position: Q1 2026 in Review

Fiduciary Alliance reduced its Simplify Volatility Premium ETF (SVOL) stake by 21% in Q1 2026, selling an estimated $62.1K and leaving 13,577 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #517.

Fiduciary Alliance first reported a position in SVOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $894K in Q1 2025. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Fiduciary Alliance held 13,577 shares of Simplify Volatility Premium ETF worth $217K as of Q1 2026.
  • Fiduciary Alliance sold 3,682 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $62.1K.
  • Simplify Volatility Premium ETF made up 0.01% of Fiduciary Alliance's portfolio in Q1 2026, its #517 holding.
  • Fiduciary Alliance first reported a position in Simplify Volatility Premium ETF in Q4 2024 and has held it in 6 quarters since.
  • Fiduciary Alliance's Simplify Volatility Premium ETF position peaked at $894K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.