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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
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 $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 $288M AUM 29.4% 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 $370M AUM 21.67% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SVOL Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Simplify Volatility Premium ETF (SVOL) stake by 2.1% in Q1 2026, selling an estimated $36.2K and leaving 99,905 shares worth $1.53M. The position accounts for 0.76% of the portfolio, ranked #33.

Legacy Wealth Management (Idaho) first reported a position in SVOL in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q3 2024. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 99,905 shares of Simplify Volatility Premium ETF worth $1.53M as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 2,144 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $36.2K.
  • Simplify Volatility Premium ETF made up 0.76% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #33 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Simplify Volatility Premium ETF in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Simplify Volatility Premium ETF position peaked at $10.6M in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.