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Fiscal Wisdom Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Fiscal Wisdom Wealth 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
Q1 		– Sell
-15,715
Closed -$276K – 102
2025
Q4 		$276K Buy
+15,715
New +$277K 0.26% 65

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CI
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VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
OCM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Fiscal Wisdom Wealth Management's SVOL Position: Q1 2026 in Review

Fiscal Wisdom Wealth Management sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2026, closing a stake of 15,715 shares — an estimated $276K sold.

Fiscal Wisdom Wealth Management first reported a position in SVOL in Q4 2025 and held it in 1 quarter. The position peaked at $276K in Q4 2025. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Fiscal Wisdom Wealth Management reported no remaining Simplify Volatility Premium ETF position as of Q1 2026 after selling out during the quarter.
  • Fiscal Wisdom Wealth Management sold 15,715 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $276K.
  • Fiscal Wisdom Wealth Management first reported a position in Simplify Volatility Premium ETF in Q4 2025 and held it in 1 quarter.
  • Fiscal Wisdom Wealth Management's Simplify Volatility Premium ETF position peaked at $276K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.