Larson Financial Group’s Simplify Volatility Premium ETF SVOL Stock Holding History

Larson Financial Group’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	$1.62K	Buy	101 +100	+10,000%	+$1.59K	﹤0.01%	3180
2026 Q1	$14	Hold	1	–	–	﹤0.01%	3598
2025 Q4	$15	Hold	1	–	–	﹤0.01%	3419
2025 Q3	$15	Hold	1	–	–	﹤0.01%	3400
2025 Q2	$14	Hold	1	–	–	﹤0.01%	3261
2025 Q1	$13	Hold	1	–	–	﹤0.01%	3050
2024 Q4	$15	Hold	1	–	–	﹤0.01%	2751
2024 Q3	$15	Hold	1	–	–	﹤0.01%	2679
2024 Q2	$15	Hold	1	–	–	﹤0.01%	2412
2024 Q1	$14	Hold	1	–	–	﹤0.01%	1777
2023 Q4	$14	Hold	1	–	–	﹤0.01%	1774
2023 Q3	$13	Sell	1 -19	-95%	-$435	﹤0.01%	1695
2023 Q2	$460	Buy	+20	New	+$445	﹤0.01%	1446

Other funds holding SVOL

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Larson Financial Group's SVOL Position: Q2 2026 in Review

Larson Financial Group increased its Simplify Volatility Premium ETF (SVOL) stake by 10,000% in Q2 2026, buying an estimated $1.59K and bringing the position to 101 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #3180.

Larson Financial Group first reported a position in SVOL in Q2 2023 and has held it in 13 quarters since. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

Larson Financial Group held 101 shares of Simplify Volatility Premium ETF worth $1.62K as of Q2 2026.
Larson Financial Group bought 100 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $1.59K.
Simplify Volatility Premium ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3180 holding.
Larson Financial Group first reported a position in Simplify Volatility Premium ETF in Q2 2023 and has held it in 13 quarters since.
70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.