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Steward Partners Investment Advisory’s Simplify Volatility Premium ETF SVOL Stock Holding History

Steward Partners Investment Advisory’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 		$32.1K Buy
+2,000
New +$31.8K ﹤0.01% 3194
2025
Q4 		– Sell
-453
Closed -$8.15K – 4464
2025
Q3 		$8.15K Hold
453
– – ﹤0.01% 3485
2025
Q2 		$8.33K Buy
+453
New +$7.78K ﹤0.01% 3292
2025
Q1 		– Sell
-24,933
Closed -$518K – 4150
2024
Q4 		$518K Buy
+24,933
New +$537K ﹤0.01% 1140

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

Steward Partners Investment Advisory's SVOL Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Simplify Volatility Premium ETF (SVOL) in Q2 2026: 2,000 shares worth $32.1K. The stake represents ﹤0.01% of the portfolio and ranks #3194 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in SVOL as recently as Q3 2025.

Steward Partners Investment Advisory first reported a position in SVOL in Q4 2024 and has held it in 4 quarters since. The position peaked at $518K in Q4 2024. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Steward Partners Investment Advisory held 2,000 shares of Simplify Volatility Premium ETF worth $32.1K as of Q2 2026.
  • Simplify Volatility Premium ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3194 holding.
  • Steward Partners Investment Advisory first reported a position in Simplify Volatility Premium ETF in Q4 2024 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Simplify Volatility Premium ETF position peaked at $518K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.