LPL Financial
SVOL icon

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
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

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 $388M 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 $3.61B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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