Key Capital Management
SVOL icon

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
Q3 		$3.14M Buy
191,515
+5,585
+3% +$91.1K 1.15% 20
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

Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Blackston Financial Advisory Group
Blackston Financial Advisory Group The Villages, Florida $179M AUM 15.98% 1-Year Est. Return
Cambridge Advisors
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
Networth Advisors
Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return

Key Capital Management's SVOL Position: Q3 2026 in Review

Key Capital Management increased its Simplify Volatility Premium ETF (SVOL) stake by 3% in Q3 2026, buying an estimated $91.1K and bringing the position to 191,515 shares worth $3.14M. The position accounts for 1.15% of the portfolio, ranked #20.

Key Capital Management first reported a position in SVOL in Q4 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold SVOL as of Q3 2026.

  • Key Capital Management held 191,515 shares of Simplify Volatility Premium ETF worth $3.14M as of Q3 2026.
  • Key Capital Management bought 5,585 Simplify Volatility Premium ETF shares in Q3 2026, an estimated $91.1K.
  • Simplify Volatility Premium ETF made up 1.15% of Key Capital Management's portfolio in Q3 2026, its #20 holding.
  • Key Capital Management first reported a position in Simplify Volatility Premium ETF in Q4 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.