IFP Advisors
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
Q3 		– Sell
-106
Closed -$1.7K – 5389
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% +$1.36K ﹤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

MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors's SVOL Position: Q3 2026 in Review

IFP Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q3 2026, closing a stake of 106 shares — an estimated $1.7K sold.

IFP Advisors first reported a position in SVOL in Q2 2021 and held it in 20 quarters. The position peaked at $6.38M in Q4 2022. 9 funds tracked by Wall St. Rank hold SVOL as of Q3 2026.

  • IFP Advisors reported no remaining Simplify Volatility Premium ETF position as of Q3 2026 after selling out during the quarter.
  • IFP Advisors sold 106 Simplify Volatility Premium ETF shares in Q3 2026, an estimated $1.7K.
  • IFP Advisors first reported a position in Simplify Volatility Premium ETF in Q2 2021 and held it in 20 quarters.
  • IFP Advisors's Simplify Volatility Premium ETF position peaked at $6.38M in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.