Osaic Holdings
SVOL icon

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
Q2 		$4.38K Buy
273
+26
+11% +$414 ﹤0.01% 6997
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

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Owen LaRue
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
FSA Advisors
FSA Advisors Troy, Michigan $230M AUM 15.24% 1-Year Est. Return

Osaic Holdings's SVOL Position: Q2 2026 in Review

Osaic Holdings increased its Simplify Volatility Premium ETF (SVOL) stake by 11% in Q2 2026, buying an estimated $414 and bringing the position to 273 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #6997.

Osaic Holdings first reported a position in SVOL in Q1 2023 and has held it in 14 quarters since. The position peaked at $114K in Q2 2023. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Osaic Holdings held 273 shares of Simplify Volatility Premium ETF worth $4.38K as of Q2 2026.
  • Osaic Holdings bought 26 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $414.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6997 holding.
  • Osaic Holdings first reported a position in Simplify Volatility Premium ETF in Q1 2023 and has held it in 14 quarters since.
  • Osaic Holdings's Simplify Volatility Premium ETF position peaked at $114K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.