HBS
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Howard Bailey Securities’s Simplify Volatility Premium ETF SVOL Stock Holding History

Howard Bailey Securities’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 		$1.98M Buy
123,270
+1,623
+1% +$25.8K 0.74% 29
2026
Q1 		$1.87M Buy
121,647
+13,556
+13% +$229K 0.77% 28
2025
Q4 		$1.9M Sell
108,091
-26,909
-20% -$474K 0.75% 28
2025
Q3 		$2.43M Sell
135,000
-82,017
-38% -$1.44M 0.69% 39
2025
Q2 		$3.99M Buy
217,017
+65,690
+43% +$1.13M 1.23% 20
2025
Q1 		$2.75M Buy
+151,327
New +$3.08M 0.92% 35

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

Howard Bailey Securities's SVOL Position: Q2 2026 in Review

Howard Bailey Securities increased its Simplify Volatility Premium ETF (SVOL) stake by 1.3% in Q2 2026, buying an estimated $25.8K and bringing the position to 123,270 shares worth $1.98M. The position accounts for 0.74% of the portfolio, ranked #29.

Howard Bailey Securities first reported a position in SVOL in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.99M in Q2 2025. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Howard Bailey Securities held 123,270 shares of Simplify Volatility Premium ETF worth $1.98M as of Q2 2026.
  • Howard Bailey Securities bought 1,623 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $25.8K.
  • Simplify Volatility Premium ETF made up 0.74% of Howard Bailey Securities's portfolio in Q2 2026, its #29 holding.
  • Howard Bailey Securities first reported a position in Simplify Volatility Premium ETF in Q1 2025 and has held it in 6 quarters since.
  • Howard Bailey Securities's Simplify Volatility Premium ETF position peaked at $3.99M in Q2 2025.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.