WAU
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Wellington-Altus USA’s Simplify Volatility Premium ETF SVOL Stock Holding History

Wellington-Altus USA’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 		$21.5K Hold
1,400
– – 0.02% 490
2026
Q1 		$22.5K Buy
+1,400
New +$23.6K 0.01% 502

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OL
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
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
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
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Wellington-Altus USA's SVOL Position: Q2 2026 in Review

Wellington-Altus USA held its Simplify Volatility Premium ETF (SVOL) position steady in Q2 2026 at 1,400 shares worth $21.5K. The position accounts for 0.02% of the portfolio, ranked #490.

Wellington-Altus USA first reported a position in SVOL in Q1 2026 and has held it in 2 quarters since. The position peaked at $22.5K in Q1 2026. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Wellington-Altus USA held 1,400 shares of Simplify Volatility Premium ETF worth $21.5K as of Q2 2026.
  • Wellington-Altus USA left its Simplify Volatility Premium ETF share count unchanged in Q2 2026.
  • Simplify Volatility Premium ETF made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #490 holding.
  • Wellington-Altus USA first reported a position in Simplify Volatility Premium ETF in Q1 2026 and has held it in 2 quarters since.
  • Wellington-Altus USA's Simplify Volatility Premium ETF position peaked at $22.5K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.