Wealthcare Advisory Partners
SVOL icon

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
Q3 		$303K Buy
18,522
+15
+0.1% +$245 0.01% 900
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

Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Blackston Financial Advisory Group
Blackston Financial Advisory Group The Villages, Florida $179M AUM 15.98% 1-Year Est. Return
Cambridge Advisors
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wealthcare Advisory Partners's SVOL Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Simplify Volatility Premium ETF (SVOL) stake by 0.08% in Q3 2026, buying an estimated $245 and bringing the position to 18,522 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #900.

Wealthcare Advisory Partners first reported a position in SVOL in Q3 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold SVOL as of Q3 2026.

  • Wealthcare Advisory Partners held 18,522 shares of Simplify Volatility Premium ETF worth $303K as of Q3 2026.
  • Wealthcare Advisory Partners bought 15 Simplify Volatility Premium ETF shares in Q3 2026, an estimated $245.
  • Simplify Volatility Premium ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #900 holding.
  • Wealthcare Advisory Partners first reported a position in Simplify Volatility Premium ETF in Q3 2025 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.