MWM
SVOL icon

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
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

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

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

Mosley Wealth Management increased its Simplify Volatility Premium ETF (SVOL) stake by 347% in Q2 2026, buying an estimated $571K and bringing the position to 46,173 shares worth $741K. The position accounts for 0.24% of the portfolio, ranked #75.

Mosley Wealth Management first reported a position in SVOL in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Mosley Wealth Management held 46,173 shares of Simplify Volatility Premium ETF worth $741K as of Q2 2026.
  • Mosley Wealth Management bought 35,848 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $571K.
  • Simplify Volatility Premium ETF made up 0.24% of Mosley Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Mosley Wealth Management first reported a position in Simplify Volatility Premium ETF in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.