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
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 $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 $261M AUM 32.4% 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 $328M AUM 17.54% 1-Year Est. Return

Mosley Wealth Management's SVOL Position: Q1 2026 in Review

Mosley Wealth Management reduced its Simplify Volatility Premium ETF (SVOL) stake by 28% in Q1 2026, selling an estimated $67.2K and leaving 10,325 shares worth $186K. The position accounts for 0.08% of the portfolio, ranked #151.

Mosley Wealth Management first reported a position in SVOL in Q4 2025 and has held it in 2 quarters since. The position peaked at $259K in Q4 2025. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Mosley Wealth Management held 10,325 shares of Simplify Volatility Premium ETF worth $186K as of Q1 2026.
  • Mosley Wealth Management sold 3,986 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $67.2K.
  • Simplify Volatility Premium ETF made up 0.08% of Mosley Wealth Management's portfolio in Q1 2026, its #151 holding.
  • Mosley Wealth Management first reported a position in Simplify Volatility Premium ETF in Q4 2025 and has held it in 2 quarters since.
  • Mosley Wealth Management's Simplify Volatility Premium ETF position peaked at $259K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Mosley Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.