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 Q2	$2.59M	Sell	161,568 -16,096	-9%	-$256K	0.1%	184
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 $21.5B AUM 26.98% 1-Year Est. Return

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

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

FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Visionary Wealth Advisors's SVOL Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Simplify Volatility Premium ETF (SVOL) stake by 9.1% in Q2 2026, selling an estimated $256K and leaving 161,568 shares worth $2.59M. The position accounts for 0.1% of the portfolio, ranked #184.

Visionary Wealth Advisors first reported a position in SVOL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.63M in Q3 2025. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

Visionary Wealth Advisors held 161,568 shares of Simplify Volatility Premium ETF worth $2.59M as of Q2 2026.
Visionary Wealth Advisors sold 16,096 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $256K.
Simplify Volatility Premium ETF made up 0.1% of Visionary Wealth Advisors's portfolio in Q2 2026, its #184 holding.
Visionary Wealth Advisors first reported a position in Simplify Volatility Premium ETF in Q3 2023 and has held it in 12 quarters since.
Visionary Wealth Advisors's Simplify Volatility Premium ETF position peaked at $3.63M in Q3 2025.
69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.