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IEQ Capital’s Simplify Volatility Premium ETF SVOL Stock Holding History

IEQ Capital’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
-73,342
Closed -$1.29M – 2072
2025
Q4 		$1.29M Buy
73,342
+226
+0.3% +$3.98K ﹤0.01% 940
2025
Q3 		$1.32M Buy
+73,116
New +$1.29M ﹤0.01% 910

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
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
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
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

IEQ Capital's SVOL Position: Q1 2026 in Review

IEQ Capital sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2026, closing a stake of 73,342 shares — an estimated $1.29M sold.

IEQ Capital first reported a position in SVOL in Q3 2025 and held it in 2 quarters. The position peaked at $1.32M in Q3 2025. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • IEQ Capital reported no remaining Simplify Volatility Premium ETF position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 73,342 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $1.29M.
  • IEQ Capital first reported a position in Simplify Volatility Premium ETF in Q3 2025 and held it in 2 quarters.
  • IEQ Capital's Simplify Volatility Premium ETF position peaked at $1.32M in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.