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SVOL icon

Claris Financial’s Simplify Volatility Premium ETF SVOL Stock Holding History

Claris Financial’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 		$807K Buy
52,626
+4,137
+9% +$69.8K 0.44% 61
2025
Q4 		$851K Buy
48,489
+3,232
+7% +$56.9K 0.45% 59
2025
Q3 		$815K Buy
45,257
+1,294
+3% +$22.8K 0.46% 52
2025
Q2 		$808K Buy
+43,963
New +$755K 0.61% 47

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 $288M AUM 29.4% 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 $370M AUM 21.67% 1-Year Est. Return

Claris Financial's SVOL Position: Q1 2026 in Review

Claris Financial increased its Simplify Volatility Premium ETF (SVOL) stake by 8.5% in Q1 2026, buying an estimated $69.8K and bringing the position to 52,626 shares worth $807K. The position accounts for 0.44% of the portfolio, ranked #61.

Claris Financial first reported a position in SVOL in Q2 2025 and has held it in 4 quarters since. The position peaked at $851K in Q4 2025. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Claris Financial held 52,626 shares of Simplify Volatility Premium ETF worth $807K as of Q1 2026.
  • Claris Financial bought 4,137 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $69.8K.
  • Simplify Volatility Premium ETF made up 0.44% of Claris Financial's portfolio in Q1 2026, its #61 holding.
  • Claris Financial first reported a position in Simplify Volatility Premium ETF in Q2 2025 and has held it in 4 quarters since.
  • Claris Financial's Simplify Volatility Premium ETF position peaked at $851K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.