SPC
SVOL icon

Sigma Planning Corp’s Simplify Volatility Premium ETF SVOL Stock Holding History

Sigma Planning Corp’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 		$596K Buy
38,875
+1,419
+4% +$23.9K 0.02% 765
2025
Q4 		$658K Buy
37,456
+1,841
+5% +$32.4K 0.02% 699
2025
Q3 		$641K Buy
35,615
+1,757
+5% +$30.9K 0.02% 708
2025
Q2 		$623K Buy
33,858
+4,102
+14% +$70.5K 0.02% 691
2025
Q1 		$541K Buy
29,756
+3,610
+14% +$73.4K 0.02% 700
2024
Q4 		$544K Buy
26,146
+10,802
+70% +$233K 0.02% 710
2024
Q3 		$337K Buy
+15,344
New +$341K 0.01% 912

Other funds holding SVOL

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ECA
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CI
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OL
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VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
KCM
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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