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 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 $18.5B AUM 19.51% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return