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
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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
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

Simplex Trading's SVOL Position: Q1 2026 in Review

Simplex Trading opened a new position in Simplify Volatility Premium ETF (SVOL) in Q1 2026: 12,774 shares worth $196K. The stake represents ﹤0.01% of the portfolio and ranks #4327 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SVOL as recently as Q3 2024.

Simplex Trading first reported a position in SVOL in Q1 2024 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Simplex Trading held 12,774 shares of Simplify Volatility Premium ETF worth $196K as of Q1 2026.
  • Simplify Volatility Premium ETF was a new Simplex Trading position in Q1 2026.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #4327 holding.
  • Simplex Trading first reported a position in Simplify Volatility Premium ETF in Q1 2024 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.