Farther Finance Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Farther Finance 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 Q2	$44.2K	Buy	2,758 +140	+5%	+$2.23K	﹤0.01%	3338
2026 Q1	$40.3K	Sell	2,618 -15,002	-85%	-$253K	﹤0.01%	3148
2025 Q4	$309K	Buy	17,620 +14,221	+418%	+$250K	﹤0.01%	1633
2025 Q3	$61.2K	Buy	3,399 +1,155	+51%	+$20.3K	﹤0.01%	2331
2025 Q2	$41.3K	Sell	2,244 -23,703	-91%	-$407K	﹤0.01%	2225
2025 Q1	$475K	Sell	25,947 -29,523	-53%	-$600K	0.01%	808
2024 Q4	$1.15M	Buy	55,470 +53,270	+2,421%	+$1.15M	0.04%	326
2024 Q3	$48.3K	Buy	+2,200	New	+$48.9K	﹤0.01%	1688

Other funds holding SVOL

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Farther Finance Advisors's SVOL Position: Q2 2026 in Review

Farther Finance Advisors increased its Simplify Volatility Premium ETF (SVOL) stake by 5.3% in Q2 2026, buying an estimated $2.23K and bringing the position to 2,758 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3338.

Farther Finance Advisors first reported a position in SVOL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q4 2024. 10 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

Farther Finance Advisors held 2,758 shares of Simplify Volatility Premium ETF worth $44.2K as of Q2 2026.
Farther Finance Advisors bought 140 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $2.23K.
Simplify Volatility Premium ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3338 holding.
Farther Finance Advisors first reported a position in Simplify Volatility Premium ETF in Q3 2024 and has held it in 8 quarters since.
Farther Finance Advisors's Simplify Volatility Premium ETF position peaked at $1.15M in Q4 2024.
10 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.