MWM
SVOL icon

Maridea Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Maridea Wealth 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 		$545K Buy
34,004
+8,417
+33% +$134K 0.06% 287
2026
Q1 		$393K Buy
+25,587
New +$432K 0.06% 288

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

Maridea Wealth Management's SVOL Position: Q2 2026 in Review

Maridea Wealth Management increased its Simplify Volatility Premium ETF (SVOL) stake by 33% in Q2 2026, buying an estimated $134K and bringing the position to 34,004 shares worth $545K. The position accounts for 0.06% of the portfolio, ranked #287.

Maridea Wealth Management first reported a position in SVOL in Q1 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Maridea Wealth Management held 34,004 shares of Simplify Volatility Premium ETF worth $545K as of Q2 2026.
  • Maridea Wealth Management bought 8,417 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $134K.
  • Simplify Volatility Premium ETF made up 0.06% of Maridea Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Maridea Wealth Management first reported a position in Simplify Volatility Premium ETF in Q1 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.