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RFG Advisory’s Simplify Volatility Premium ETF SVOL Stock Holding History

RFG Advisory’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 		– Sell
-18,223
Closed -$280K – 1184
2026
Q1 		$280K Hold
18,223
– – 0.01% 910
2025
Q4 		$320K Hold
18,223
– – 0.01% 829
2025
Q3 		$328K Sell
18,223
-3,523
-16% -$62K 0.01% 794
2025
Q2 		$400K Sell
21,746
-360
-2% -$6.19K 0.01% 708
2025
Q1 		$402K Buy
+22,106
New +$449K 0.01% 633

Other funds holding SVOL

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

RFG Advisory's SVOL Position: Q2 2026 in Review

RFG Advisory sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2026, closing a stake of 18,223 shares — an estimated $280K sold.

RFG Advisory first reported a position in SVOL in Q1 2025 and held it in 5 quarters. The position peaked at $402K in Q1 2025. 10 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • RFG Advisory reported no remaining Simplify Volatility Premium ETF position as of Q2 2026 after selling out during the quarter.
  • RFG Advisory sold 18,223 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $280K.
  • RFG Advisory first reported a position in Simplify Volatility Premium ETF in Q1 2025 and held it in 5 quarters.
  • RFG Advisory's Simplify Volatility Premium ETF position peaked at $402K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.