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Gaddis Premier Wealth Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Gaddis Premier 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
2026
Q2 		– Sell
-10,500
Closed -$161K – 106
2026
Q1 		$161K Buy
+10,500
New +$177K 0.12% 85

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OL
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
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Gaddis Premier Wealth Advisors's SVOL Position: Q2 2026 in Review

Gaddis Premier Wealth Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2026, closing a stake of 10,500 shares — an estimated $161K sold.

Gaddis Premier Wealth Advisors first reported a position in SVOL in Q1 2026 and held it in 1 quarter. The position peaked at $161K in Q1 2026. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Gaddis Premier Wealth Advisors reported no remaining Simplify Volatility Premium ETF position as of Q2 2026 after selling out during the quarter.
  • Gaddis Premier Wealth Advisors sold 10,500 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $161K.
  • Gaddis Premier Wealth Advisors first reported a position in Simplify Volatility Premium ETF in Q1 2026 and held it in 1 quarter.
  • Gaddis Premier Wealth Advisors's Simplify Volatility Premium ETF position peaked at $161K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.