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

LPL Financial’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 Q3	$394K	Sell	24,047 -5,680	-19%	-$92.6K	﹤0.01%	5306
2026 Q2	$477K	Sell	29,727 -3,373	-10%	-$53.7K	﹤0.01%	5067
2026 Q1	$508K	Sell	33,100 -22,876	-41%	-$386K	﹤0.01%	4737
2025 Q4	$983K	Sell	55,976 -5,446	-9%	-$95.9K	﹤0.01%	4091
2025 Q3	$1.11M	Buy	61,422 +12,144	+25%	+$214K	﹤0.01%	3899
2025 Q2	$906K	Sell	49,278 -11,391	-19%	-$196K	﹤0.01%	3839
2025 Q1	$1.1M	Sell	60,669 -4,879	-7%	-$99.2K	﹤0.01%	3471
2024 Q4	$1.36M	Buy	65,548 +19,207	+41%	+$414K	﹤0.01%	3222
2024 Q3	$1.02M	Buy	+46,341	New	+$1.03M	﹤0.01%	3386

Other funds holding SVOL

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

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

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

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

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

FSA Advisors Troy, Michigan $230M AUM 15.24% 1-Year Est. Return

LPL Financial's SVOL Position: Q3 2026 in Review

LPL Financial reduced its Simplify Volatility Premium ETF (SVOL) stake by 19% in Q3 2026, selling an estimated $92.6K and leaving 24,047 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #5306.

LPL Financial first reported a position in SVOL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.36M in Q4 2024. 45 funds tracked by Wall St. Rank hold SVOL as of Q3 2026.

LPL Financial held 24,047 shares of Simplify Volatility Premium ETF worth $394K as of Q3 2026.
LPL Financial sold 5,680 Simplify Volatility Premium ETF shares in Q3 2026, an estimated $92.6K.
Simplify Volatility Premium ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5306 holding.
LPL Financial first reported a position in Simplify Volatility Premium ETF in Q3 2024 and has held it in 9 quarters since.
LPL Financial's Simplify Volatility Premium ETF position peaked at $1.36M in Q4 2024.
45 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.