Koshinski Asset Management
SVOL icon

Koshinski Asset Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Koshinski Asset 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 		– Sell
-14,328
Closed -$220K – 797
2026
Q1 		$220K Buy
14,328
+2,562
+22% +$43.2K 0.01% 680
2025
Q4 		$207K Buy
11,766
+1,705
+17% +$30K 0.01% 687
2025
Q3 		$181K Buy
+10,061
New +$177K 0.01% 703

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

Koshinski Asset Management's SVOL Position: Q2 2026 in Review

Koshinski Asset Management sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2026, closing a stake of 14,328 shares — an estimated $220K sold.

Koshinski Asset Management first reported a position in SVOL in Q3 2025 and held it in 3 quarters. The position peaked at $220K in Q1 2026. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Koshinski Asset Management reported no remaining Simplify Volatility Premium ETF position as of Q2 2026 after selling out during the quarter.
  • Koshinski Asset Management sold 14,328 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $220K.
  • Koshinski Asset Management first reported a position in Simplify Volatility Premium ETF in Q3 2025 and held it in 3 quarters.
  • Koshinski Asset Management's Simplify Volatility Premium ETF position peaked at $220K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.