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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

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FA
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. 69 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.
  • 69 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.