Osaic Holdings’s Simplify Volatility Premium ETF SVOL Stock Holding History

Osaic Holdings’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	$3.79K	Sell	247 -1,125	-82%	-$19K	﹤0.01%	6815
2025 Q4	$24.1K	Sell	1,372 -293	-18%	-$5.16K	﹤0.01%	5756
2025 Q3	$29K	Buy	1,665 +1,301	+357%	+$22.9K	﹤0.01%	5675
2025 Q2	$6.7K	Sell	364 -1,883	-84%	-$32.4K	﹤0.01%	6381
2025 Q1	$40.9K	Buy	2,247 +976	+77%	+$19.8K	﹤0.01%	4865
2024 Q4	$26.4K	Buy	1,271 +1,055	+488%	+$22.7K	﹤0.01%	5148
2024 Q3	$4.74K	Sell	216 -7	-3%	-$156	﹤0.01%	6225
2024 Q2	$5.01K	Sell	223 -1,377	-86%	-$31K	﹤0.01%	6170
2024 Q1	$36.3K	Buy	1,600 +350	+28%	+$7.98K	﹤0.01%	4963
2023 Q4	$28.5K	Hold	1,250	–	–	﹤0.01%	5284
2023 Q3	$28.1K	Sell	1,250 -3,725	-75%	-$85.2K	﹤0.01%	5367
2023 Q2	$114K	Sell	4,975 -200	-4%	-$4.45K	﹤0.01%	4334
2023 Q1	$113K	Buy	+5,175	New	+$115K	﹤0.01%	4345

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

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 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

Osaic Holdings's SVOL Position: Q1 2026 in Review

Osaic Holdings reduced its Simplify Volatility Premium ETF (SVOL) stake by 82% in Q1 2026, selling an estimated $19K and leaving 247 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #6815.

Osaic Holdings first reported a position in SVOL in Q1 2023 and has held it in 13 quarters since. The position peaked at $114K in Q2 2023. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

Osaic Holdings held 247 shares of Simplify Volatility Premium ETF worth $3.79K as of Q1 2026.
Osaic Holdings sold 1,125 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $19K.
Simplify Volatility Premium ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6815 holding.
Osaic Holdings first reported a position in Simplify Volatility Premium ETF in Q1 2023 and has held it in 13 quarters since.
Osaic Holdings's Simplify Volatility Premium ETF position peaked at $114K in Q2 2023.
78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.