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

Financial Perspectives’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 		– Sell
-3,365
Closed -$59.1K – 723
2025
Q4 		$59.1K Buy
+3,365
New +$59.3K 0.02% 284

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

Financial Perspectives's SVOL Position: Q1 2026 in Review

Financial Perspectives sold out of Simplify Volatility Premium ETF (SVOL) in Q1 2026, closing a stake of 3,365 shares — an estimated $59.1K sold.

Financial Perspectives first reported a position in SVOL in Q4 2025 and held it in 1 quarter. The position peaked at $59.1K in Q4 2025. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Financial Perspectives reported no remaining Simplify Volatility Premium ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Perspectives sold 3,365 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $59.1K.
  • Financial Perspectives first reported a position in Simplify Volatility Premium ETF in Q4 2025 and held it in 1 quarter.
  • Financial Perspectives's Simplify Volatility Premium ETF position peaked at $59.1K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.