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
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

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

LPL Financial's SVOL Position: Q2 2026 in Review

LPL Financial reduced its Simplify Volatility Premium ETF (SVOL) stake by 10% in Q2 2026, selling an estimated $53.7K and leaving 29,727 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #5067.

LPL Financial first reported a position in SVOL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q4 2024. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • LPL Financial held 29,727 shares of Simplify Volatility Premium ETF worth $477K as of Q2 2026.
  • LPL Financial sold 3,373 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $53.7K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5067 holding.
  • LPL Financial first reported a position in Simplify Volatility Premium ETF in Q3 2024 and has held it in 8 quarters since.
  • LPL Financial's Simplify Volatility Premium ETF position peaked at $1.36M in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.