Legacy Wealth Management (Idaho)’s Simplify Volatility Premium ETF SVOL Stock Holding History

Legacy Wealth Management (Idaho)’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	$719K	Sell	44,796 -55,109	-55%	-$877K	0.3%	91
2026 Q1	$1.53M	Sell	99,905 -2,144	-2%	-$36.2K	0.76%	33
2025 Q4	$1.79M	Sell	102,049 -5,836	-5%	-$103K	0.86%	25
2025 Q3	$1.94M	Sell	107,885 -55,308	-34%	-$973K	0.88%	24
2025 Q2	$3M	Sell	163,193 -69,727	-30%	-$1.2M	1.56%	13
2025 Q1	$4.23M	Sell	232,920 -101,582	-30%	-$2.07M	2.99%	7
2024 Q4	$7.08M	Sell	334,502 -148,642	-31%	-$3.2M	4.53%	6
2024 Q3	$10.6M	Buy	+483,144	New	+$10.7M	6.18%	5

Other funds holding SVOL

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SVOL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its Simplify Volatility Premium ETF (SVOL) stake by 55% in Q2 2026, selling an estimated $877K and leaving 44,796 shares worth $719K. The position accounts for 0.3% of the portfolio, ranked #91.

Legacy Wealth Management (Idaho) first reported a position in SVOL in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.6M in Q3 2024. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

Legacy Wealth Management (Idaho) held 44,796 shares of Simplify Volatility Premium ETF worth $719K as of Q2 2026.
Legacy Wealth Management (Idaho) sold 55,109 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $877K.
Simplify Volatility Premium ETF made up 0.3% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #91 holding.
Legacy Wealth Management (Idaho) first reported a position in Simplify Volatility Premium ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s Simplify Volatility Premium ETF position peaked at $10.6M in Q3 2024.
69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.