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
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 $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Koshinski Asset Management's SVOL Position: Q1 2026 in Review

Koshinski Asset Management increased its Simplify Volatility Premium ETF (SVOL) stake by 22% in Q1 2026, buying an estimated $43.2K and bringing the position to 14,328 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #680.

Koshinski Asset Management first reported a position in SVOL in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Koshinski Asset Management held 14,328 shares of Simplify Volatility Premium ETF worth $220K as of Q1 2026.
  • Koshinski Asset Management bought 2,562 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $43.2K.
  • Simplify Volatility Premium ETF made up 0.01% of Koshinski Asset Management's portfolio in Q1 2026, its #680 holding.
  • Koshinski Asset Management first reported a position in Simplify Volatility Premium ETF in Q3 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.