SIS
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Sound Income Strategies’s Simplify Volatility Premium ETF SVOL Stock Holding History

Sound Income Strategies’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 		– Sell
-1,596
Closed -$24.6K – 2173
2026
Q1 		$24.6K Buy
1,596
+135
+9% +$2.28K ﹤0.01% 1101
2025
Q4 		$26.1K Buy
1,461
+458
+46% +$8.06K ﹤0.01% 1040
2025
Q3 		$18.1K Buy
1,003
+482
+93% +$8.48K ﹤0.01% 832
2025
Q2 		$9.57K Hold
521
– – ﹤0.01% 949
2025
Q1 		$9.46K Buy
+521
New +$10.6K ﹤0.01% 915
2024
Q1 		– Sell
-79
Closed -$1.8K – 1445
2023
Q4 		$1.8K Buy
+79
New +$1.78K ﹤0.01% 1077

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Sound Income Strategies's SVOL Position: Q2 2026 in Review

Sound Income Strategies sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2026, closing a stake of 1,596 shares — an estimated $24.6K sold.

Sound Income Strategies first reported a position in SVOL in Q4 2023 and held it in 6 quarters. The position peaked at $26.1K in Q4 2025. 53 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Sound Income Strategies reported no remaining Simplify Volatility Premium ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,596 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $24.6K.
  • Sound Income Strategies first reported a position in Simplify Volatility Premium ETF in Q4 2023 and held it in 6 quarters.
  • Sound Income Strategies's Simplify Volatility Premium ETF position peaked at $26.1K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.