SWM
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SHP Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

SHP 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 		$12.2K Sell
760
-3
-0.4% -$48 ﹤0.01% 904
2026
Q1 		$11.7K Sell
763
-840
-52% -$14.2K ﹤0.01% 859
2025
Q4 		$28.2K Buy
+1,603
New +$28.2K ﹤0.01% 608

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

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

SHP Wealth Management reduced its Simplify Volatility Premium ETF (SVOL) stake by 0.39% in Q2 2026, selling an estimated $48 and leaving 760 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

SHP Wealth Management first reported a position in SVOL in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.2K in Q4 2025. 46 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • SHP Wealth Management held 760 shares of Simplify Volatility Premium ETF worth $12.2K as of Q2 2026.
  • SHP Wealth Management sold 3 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $48.
  • Simplify Volatility Premium ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #904 holding.
  • SHP Wealth Management first reported a position in Simplify Volatility Premium ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Simplify Volatility Premium ETF position peaked at $28.2K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.