Simplex Trading
SVOL icon

Simplex Trading’s Simplify Volatility Premium ETF SVOL Stock Holding History

Simplex Trading’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 		$16K Sell
999
-11,775
-92% -$187K ﹤0.01% 7300
2026
Q1 		$196K Buy
+12,774
New +$215K ﹤0.01% 4327
2024
Q4 		– Sell
-6,137
Closed -$134K – 9588
2024
Q3 		$134K Buy
+6,137
New +$137K ﹤0.01% 4935
2024
Q2 		– Sell
-1,585
Closed -$35K – 9785
2024
Q1 		$35K Buy
+1,585
New +$36.1K ﹤0.01% 6617

Other funds holding SVOL

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Owen LaRue
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FSA Advisors
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Simplex Trading's SVOL Position: Q2 2026 in Review

Simplex Trading reduced its Simplify Volatility Premium ETF (SVOL) stake by 92% in Q2 2026, selling an estimated $187K and leaving 999 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #7300.

Simplex Trading first reported a position in SVOL in Q1 2024 and has held it in 4 quarters since. The position peaked at $196K in Q1 2026. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Simplex Trading held 999 shares of Simplify Volatility Premium ETF worth $16K as of Q2 2026.
  • Simplex Trading sold 11,775 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $187K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7300 holding.
  • Simplex Trading first reported a position in Simplify Volatility Premium ETF in Q1 2024 and has held it in 4 quarters since.
  • Simplex Trading's Simplify Volatility Premium ETF position peaked at $196K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.