SPC
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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
Q2 		$647K Buy
40,351
+1,476
+4% +$23.5K 0.02% 792
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

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
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
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
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Sigma Planning Corp's SVOL Position: Q2 2026 in Review

Sigma Planning Corp increased its Simplify Volatility Premium ETF (SVOL) stake by 3.8% in Q2 2026, buying an estimated $23.5K and bringing the position to 40,351 shares worth $647K. The position accounts for 0.02% of the portfolio, ranked #792.

Sigma Planning Corp first reported a position in SVOL in Q3 2024 and has held it in 8 quarters since. The position peaked at $658K in Q4 2025. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Sigma Planning Corp held 40,351 shares of Simplify Volatility Premium ETF worth $647K as of Q2 2026.
  • Sigma Planning Corp bought 1,476 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $23.5K.
  • Simplify Volatility Premium ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #792 holding.
  • Sigma Planning Corp first reported a position in Simplify Volatility Premium ETF in Q3 2024 and has held it in 8 quarters since.
  • Sigma Planning Corp's Simplify Volatility Premium ETF position peaked at $658K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.