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Whipplewood Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Whipplewood 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 		– Sell
-5,699
Closed -$87.4K – 984
2026
Q1 		$87.4K Buy
5,699
+165
+3% +$2.78K 0.05% 204
2025
Q4 		$97.2K Buy
5,534
+334
+6% +$5.88K 0.06% 161
2025
Q3 		$93.6K Buy
5,200
+239
+5% +$4.2K 0.06% 161
2025
Q2 		$91.2K Buy
4,961
+4,941
+24,705% +$84.9K 0.05% 245
2025
Q1 		$90.2K Sell
20
-4,496
-100% -$91.4K 0.05% 236
2024
Q4 		$93.9K Buy
+4,516
New +$97.3K 0.05% 237

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

Whipplewood Advisors's SVOL Position: Q2 2026 in Review

Whipplewood Advisors sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2026, closing a stake of 5,699 shares — an estimated $87.4K sold.

Whipplewood Advisors first reported a position in SVOL in Q4 2024 and held it in 6 quarters. The position peaked at $97.2K in Q4 2025. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Whipplewood Advisors reported no remaining Simplify Volatility Premium ETF position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 5,699 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $87.4K.
  • Whipplewood Advisors first reported a position in Simplify Volatility Premium ETF in Q4 2024 and held it in 6 quarters.
  • Whipplewood Advisors's Simplify Volatility Premium ETF position peaked at $97.2K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.