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

Wealthcare Advisory Partners’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 		$297K Sell
18,507
-4
-0% -$64 0.01% 882
2026
Q1 		$284K Buy
18,511
+2,859
+18% +$48.2K 0.01% 898
2025
Q4 		$275K Buy
15,652
+668
+4% +$11.8K 0.01% 908
2025
Q3 		$270K Buy
+14,984
New +$264K 0.01% 890

Other funds holding SVOL

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Wealthcare Advisory Partners's SVOL Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Simplify Volatility Premium ETF (SVOL) stake by 0.02% in Q2 2026, selling an estimated $64 and leaving 18,507 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #882.

Wealthcare Advisory Partners first reported a position in SVOL in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Wealthcare Advisory Partners held 18,507 shares of Simplify Volatility Premium ETF worth $297K as of Q2 2026.
  • Wealthcare Advisory Partners sold 4 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $64.
  • Simplify Volatility Premium ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #882 holding.
  • Wealthcare Advisory Partners first reported a position in Simplify Volatility Premium ETF in Q3 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.