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SVOL icon

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
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 $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Whipplewood Advisors's SVOL Position: Q1 2026 in Review

Whipplewood Advisors increased its Simplify Volatility Premium ETF (SVOL) stake by 3% in Q1 2026, buying an estimated $2.78K and bringing the position to 5,699 shares worth $87.4K. The position accounts for 0.05% of the portfolio, ranked #204.

Whipplewood Advisors first reported a position in SVOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $97.2K in Q4 2025. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Whipplewood Advisors held 5,699 shares of Simplify Volatility Premium ETF worth $87.4K as of Q1 2026.
  • Whipplewood Advisors bought 165 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $2.78K.
  • Simplify Volatility Premium ETF made up 0.05% of Whipplewood Advisors's portfolio in Q1 2026, its #204 holding.
  • Whipplewood Advisors first reported a position in Simplify Volatility Premium ETF in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Simplify Volatility Premium ETF position peaked at $97.2K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.