FWA
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FSC Wealth Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

FSC Wealth 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
2025
Q2 		– Sell
-4,578
Closed -$83.2K – 224
2025
Q1 		$83.2K Hold
4,578
– – 0.05% 88
2024
Q4 		$95.2K Buy
+4,578
New +$98.6K 0.06% 87

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM

FSC Wealth Advisors's SVOL Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2025, closing a stake of 4,578 shares — an estimated $83.2K sold.

FSC Wealth Advisors first reported a position in SVOL in Q4 2024 and held it in 2 quarters. The position peaked at $95.2K in Q4 2024. 86 funds tracked by Wall St. Rank hold SVOL as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Simplify Volatility Premium ETF position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 4,578 Simplify Volatility Premium ETF shares in Q2 2025, an estimated $83.2K.
  • FSC Wealth Advisors first reported a position in Simplify Volatility Premium ETF in Q4 2024 and held it in 2 quarters.
  • FSC Wealth Advisors's Simplify Volatility Premium ETF position peaked at $95.2K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.