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
Q2 		$153K Sell
9,524
-634
-6% -$10.1K ﹤0.01% 2437
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 $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

Arax Advisory Partners's SVOL Position: Q2 2026 in Review

Arax Advisory Partners reduced its Simplify Volatility Premium ETF (SVOL) stake by 6.2% in Q2 2026, selling an estimated $10.1K and leaving 9,524 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

Arax Advisory Partners first reported a position in SVOL in Q2 2023 and has held it in 12 quarters since. The position peaked at $177K in Q4 2024. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Arax Advisory Partners held 9,524 shares of Simplify Volatility Premium ETF worth $153K as of Q2 2026.
  • Arax Advisory Partners sold 634 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $10.1K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2437 holding.
  • Arax Advisory Partners first reported a position in Simplify Volatility Premium ETF in Q2 2023 and has held it in 12 quarters since.
  • Arax Advisory Partners's Simplify Volatility Premium ETF position peaked at $177K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.