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SVOLSVOL
10 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Aptus Capital Advisors, LLC holds 4,702 shares of SVOL (SIMPLIFY EXCHANGE TRADED FUN), worth $75,420 as of 2026-Q2. The position was decreased (-42.0% shares). SVOL represents 0.0% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$75,420

Current Shares

4,702

Total Value Change

-$390,356

Total Shares Change

-15,853

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4,702
-42.0%
$75,4200.0%$15.23
0
2026-Q1
Decreased
8,112
-12.3%
$124,4380.0%$13.82
0
2025-Q4
Unchanged
9,247
0.0%
$162,3770.0%$15.01
0
2025-Q3
Decreased
9,247
-45.2%
$166,4460.0%$14.61
0
2025-Q2
Increased
16,870
+14.8%
$310,2420.0%$14.19
27
2025-Q1
Decreased
14,690
-25.9%
$267,0640.0%$13.33
0
2024-Q4
Increased
19,810
+0.4%
$411,8500.0%$14.66
24
2024-Q3
Decreased
19,737
-4.1%
$433,4240.0%$14.90
0
2024-Q2
Increased
20,579
+0.1%
$462,2050.0%$14.65
24
2024-Q1
New
20,555
-
$465,7760.0%$14.20
33

Other major holders of SVOL: AE Wealth Management LLC, OneDigital Investment Advisors LLC

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