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SVOL icon

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

IFP 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 		$1.7K Sell
106
-4,125
-97% -$65.7K ﹤0.01% 4306
2026
Q1 		$64.9K Buy
4,231
+575
+16% +$9.7K ﹤0.01% 2102
2025
Q4 		$64.2K Sell
3,656
-1,080
-23% -$19K ﹤0.01% 2049
2025
Q3 		$85.2K Buy
4,736
+77
+2% +$1.35K ﹤0.01% 1785
2025
Q2 		$85.7K Sell
4,659
-22
-0.5% -$378 ﹤0.01% 1721
2025
Q1 		$85.1K Buy
4,681
+457
+11% +$9.29K ﹤0.01% 1617
2024
Q4 		$87.8K Sell
4,224
-167
-4% -$3.6K ﹤0.01% 1536
2024
Q3 		$96.4K Buy
4,391
+327
+8% +$7.28K ﹤0.01% 1423
2024
Q2 		$91.3K Buy
4,064
+480
+13% +$10.8K ﹤0.01% 1410
2024
Q1 		$81.2K Buy
+3,584
New +$81.7K ﹤0.01% 1375
2023
Q4 		– Sell
-11,189
Closed -$252K – 3328
2023
Q3 		$252K Sell
11,189
-23,643
-68% -$541K 0.01% 862
2023
Q2 		$799K Sell
34,832
-83,408
-71% -$1.86M 0.03% 497
2023
Q1 		$2.97M Sell
118,240
-134,504
-53% -$2.98M 0.13% 160
2022
Q4 		$6.38M Buy
252,744
+19,815
+9% +$426K 0.17% 109
2022
Q3 		$5.88M Buy
232,929
+29,803
+15% +$673K 0.15% 138
2022
Q2 		$5.13M Hold
203,126
– – 0.16% 135
2022
Q1 		$5.13M Buy
203,126
+133,865
+193% +$3.37M 0.16% 135
2021
Q4 		$1.88M Buy
69,261
+1,067
+2% +$29.1K 0.04% 282
2021
Q3 		$1.82M Buy
68,194
+6,697
+11% +$181K 0.04% 281
2021
Q2 		$1.67M Buy
+61,497
New +$1.62M 0.03% 279

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

IFP Advisors's SVOL Position: Q2 2026 in Review

IFP Advisors reduced its Simplify Volatility Premium ETF (SVOL) stake by 97% in Q2 2026, selling an estimated $65.7K and leaving 106 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4306.

IFP Advisors first reported a position in SVOL in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.38M in Q4 2022. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • IFP Advisors held 106 shares of Simplify Volatility Premium ETF worth $1.7K as of Q2 2026.
  • IFP Advisors sold 4,125 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $65.7K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4306 holding.
  • IFP Advisors first reported a position in Simplify Volatility Premium ETF in Q2 2021 and has held it in 20 quarters since.
  • IFP Advisors's Simplify Volatility Premium ETF position peaked at $6.38M in Q4 2022.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.