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 Q3	$598K	Sell	36,506 -15,600	-30%	-$254K	0.14%	135
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

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Tactive Advisors's SVOL Position: Q3 2026 in Review

Tactive Advisors reduced its Simplify Volatility Premium ETF (SVOL) stake by 30% in Q3 2026, selling an estimated $254K and leaving 36,506 shares worth $598K. The position accounts for 0.14% of the portfolio, ranked #135.

Tactive Advisors first reported a position in SVOL in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.07M in Q3 2025. 6 funds tracked by Wall St. Rank hold SVOL as of Q3 2026.

Tactive Advisors held 36,506 shares of Simplify Volatility Premium ETF worth $598K as of Q3 2026.
Tactive Advisors sold 15,600 Simplify Volatility Premium ETF shares in Q3 2026, an estimated $254K.
Simplify Volatility Premium ETF made up 0.14% of Tactive Advisors's portfolio in Q3 2026, its #135 holding.
Tactive Advisors first reported a position in Simplify Volatility Premium ETF in Q2 2025 and has held it in 6 quarters since.
Tactive Advisors's Simplify Volatility Premium ETF position peaked at $2.07M in Q3 2025.
6 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.