VWA
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Visionary Wealth Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Visionary Wealth 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
Q1 		$2.73M Sell
177,664
-10,010
-5% -$169K 0.12% 169
2025
Q4 		$3.3M Sell
187,674
-13,792
-7% -$243K 0.15% 152
2025
Q3 		$3.63M Buy
201,466
+12,369
+7% +$218K 0.17% 134
2025
Q2 		$3.48M Buy
189,097
+23,460
+14% +$403K 0.18% 134
2025
Q1 		$3.01M Buy
165,637
+61,772
+59% +$1.26M 0.18% 135
2024
Q4 		$2.16M Buy
103,865
+15,752
+18% +$339K 0.13% 158
2024
Q3 		$1.93M Buy
88,113
+22,996
+35% +$512K 0.12% 182
2024
Q2 		$1.46M Buy
65,117
+26,276
+68% +$592K 0.1% 205
2024
Q1 		$880K Buy
38,841
+17,895
+85% +$408K 0.06% 245
2023
Q4 		$477K Buy
20,946
+10,046
+92% +$227K 0.04% 322
2023
Q3 		$245K Buy
+10,900
New +$249K 0.02% 399

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 $388M AUM 51.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
OCM
One Capital Management Westlake Village, California $3.61B 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
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return