FSA Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

FSA Advisors’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	$1.58M	Buy	98,518 +12,468	+14%	+$199K	0.72%	35
2026 Q1	$1.32M	Sell	86,050 -578	-0.7%	-$9.75K	0.87%	30
2025 Q4	$1.52M	Buy	+86,628	New	+$1.53M	1.06%	24
2025 Q3	–	Sell	-183,457	Closed	-$3.37M	–	177
2025 Q2	$3.37M	Buy	183,457 +108,644	+145%	+$1.87M	2.74%	2
2025 Q1	$1.36M	Buy	74,813 +43,818	+141%	+$891K	1.08%	22
2024 Q4	$644K	Buy	+30,995	New	+$668K	0.79%	45

Other funds holding SVOL

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

FSA Advisors's SVOL Position: Q2 2026 in Review

FSA Advisors increased its Simplify Volatility Premium ETF (SVOL) stake by 14% in Q2 2026, buying an estimated $199K and bringing the position to 98,518 shares worth $1.58M. The position accounts for 0.72% of the portfolio, ranked #35.

FSA Advisors first reported a position in SVOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.37M in Q2 2025. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

FSA Advisors held 98,518 shares of Simplify Volatility Premium ETF worth $1.58M as of Q2 2026.
FSA Advisors bought 12,468 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $199K.
Simplify Volatility Premium ETF made up 0.72% of FSA Advisors's portfolio in Q2 2026, its #35 holding.
FSA Advisors first reported a position in Simplify Volatility Premium ETF in Q4 2024 and has held it in 6 quarters since.
FSA Advisors's Simplify Volatility Premium ETF position peaked at $3.37M in Q2 2025.
69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.