KCM
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Key Capital Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Key Capital Management’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 		$2.98M Buy
185,930
+15,430
+9% +$246K 1.54% 16
2026
Q1 		$2.62M Buy
170,500
+22,948
+16% +$387K 1.73% 15
2025
Q4 		$2.59M Buy
+147,552
New +$2.6M 2.57% 7

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM

Key Capital Management's SVOL Position: Q2 2026 in Review

Key Capital Management increased its Simplify Volatility Premium ETF (SVOL) stake by 9% in Q2 2026, buying an estimated $246K and bringing the position to 185,930 shares worth $2.98M. The position accounts for 1.54% of the portfolio, ranked #16.

Key Capital Management first reported a position in SVOL in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Key Capital Management held 185,930 shares of Simplify Volatility Premium ETF worth $2.98M as of Q2 2026.
  • Key Capital Management bought 15,430 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $246K.
  • Simplify Volatility Premium ETF made up 1.54% of Key Capital Management's portfolio in Q2 2026, its #16 holding.
  • Key Capital Management first reported a position in Simplify Volatility Premium ETF in Q4 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.