Tactive Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Tactive Advisors’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	$836K	Sell	52,106 -5,751	-10%	-$91.6K	0.21%	100
2026 Q1	$888K	Sell	57,857 -2,728	-5%	-$46K	0.25%	94
2025 Q4	$1.06M	Sell	60,585 -54,412	-47%	-$958K	0.31%	79
2025 Q3	$2.07M	Buy	114,997 +16,095	+16%	+$283K	0.59%	47
2025 Q2	$1.82M	Buy	+98,902	New	+$1.7M	0.59%	48

Other funds holding SVOL

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return