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

Mosley 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 Q3	$1.3M	Buy	77,642 +31,469	+68%	+$513K	0.38%	49
2026 Q2	$741K	Buy	46,173 +35,848	+347%	+$571K	0.24%	75
2026 Q1	$186K	Sell	10,325 -3,986	-28%	-$67.2K	0.08%	151
2025 Q4	$259K	Buy	+14,311	New	+$252K	0.12%	141

Other funds holding SVOL

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Mosley Wealth Management's SVOL Position: Q3 2026 in Review

Mosley Wealth Management increased its Simplify Volatility Premium ETF (SVOL) stake by 68% in Q3 2026, buying an estimated $513K and bringing the position to 77,642 shares worth $1.3M. The position accounts for 0.38% of the portfolio, ranked #49.

Mosley Wealth Management first reported a position in SVOL in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold SVOL as of Q3 2026.

Mosley Wealth Management held 77,642 shares of Simplify Volatility Premium ETF worth $1.3M as of Q3 2026.
Mosley Wealth Management bought 31,469 Simplify Volatility Premium ETF shares in Q3 2026, an estimated $513K.
Simplify Volatility Premium ETF made up 0.38% of Mosley Wealth Management's portfolio in Q3 2026, its #49 holding.
Mosley Wealth Management first reported a position in Simplify Volatility Premium ETF in Q4 2025 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.