AAP
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Arax Advisory Partners’s Simplify Volatility Premium ETF SVOL Stock Holding History

Arax 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
Q1 		$156K Buy
10,158
+241
+2% +$4.07K ﹤0.01% 1193
2025
Q4 		$174K Buy
+9,917
New +$175K 0.01% 1093
2025
Q3 		– Sell
-9,304
Closed -$171K – 4232
2025
Q2 		$171K Buy
9,304
+451
+5% +$7.75K 0.01% 710
2025
Q1 		$161K Buy
8,853
+353
+4% +$7.18K 0.01% 591
2024
Q4 		$177K Buy
8,500
+1,246
+17% +$26.8K 0.01% 522
2024
Q3 		$159K Buy
7,254
+280
+4% +$6.23K 0.01% 392
2024
Q2 		$157K Buy
6,974
+4,567
+190% +$103K 0.02% 375
2024
Q1 		$54.5K Buy
2,407
+93
+4% +$2.12K 0.01% 483
2023
Q4 		$52.7K Buy
2,314
+1,174
+103% +$26.5K 0.01% 466
2023
Q3 		$25.7K Buy
1,140
+266
+30% +$6.09K ﹤0.01% 550
2023
Q2 		$20.1K Buy
+874
New +$19.5K ﹤0.01% 585

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

Arax Advisory Partners's SVOL Position: Q1 2026 in Review

Arax Advisory Partners increased its Simplify Volatility Premium ETF (SVOL) stake by 2.4% in Q1 2026, buying an estimated $4.07K and bringing the position to 10,158 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Arax Advisory Partners first reported a position in SVOL in Q2 2023 and has held it in 11 quarters since. The position peaked at $177K in Q4 2024. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Arax Advisory Partners held 10,158 shares of Simplify Volatility Premium ETF worth $156K as of Q1 2026.
  • Arax Advisory Partners bought 241 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $4.07K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1193 holding.
  • Arax Advisory Partners first reported a position in Simplify Volatility Premium ETF in Q2 2023 and has held it in 11 quarters since.
  • Arax Advisory Partners's Simplify Volatility Premium ETF position peaked at $177K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.