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 Q3	$681K	Buy	41,607 +1,256	+3%	+$20.5K	0.02%	719
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

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

Sigma Planning Corp's SVOL Position: Q3 2026 in Review

Sigma Planning Corp increased its Simplify Volatility Premium ETF (SVOL) stake by 3.1% in Q3 2026, buying an estimated $20.5K and bringing the position to 41,607 shares worth $681K. The position accounts for 0.02% of the portfolio, ranked #719.

Sigma Planning Corp first reported a position in SVOL in Q3 2024 and has held it in 9 quarters since. 13 funds tracked by Wall St. Rank hold SVOL as of Q3 2026.

Sigma Planning Corp held 41,607 shares of Simplify Volatility Premium ETF worth $681K as of Q3 2026.
Sigma Planning Corp bought 1,256 Simplify Volatility Premium ETF shares in Q3 2026, an estimated $20.5K.
Simplify Volatility Premium ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #719 holding.
Sigma Planning Corp first reported a position in Simplify Volatility Premium ETF in Q3 2024 and has held it in 9 quarters since.
13 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.