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Luminist Capital’s Simplify Volatility Premium ETF SVOL Stock Holding History

Luminist Capital’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 		$149K Buy
9,415
+2,562
+37% +$40.8K 0.17% 48
2026
Q1 		$105K Buy
6,853
+1,509
+28% +$25.5K 0.14% 47
2025
Q4 		$93.8K Sell
5,344
-15,528
-74% -$273K 0.12% 54
2025
Q3 		$379K Sell
20,872
-2,419
-10% -$42.6K 0.33% 49
2025
Q2 		$425K Sell
23,291
-88
-0.4% -$1.51K 0.42% 32
2025
Q1 		$428K Buy
23,379
+2,084
+10% +$42.4K 0.46% 26
2024
Q4 		$443K Buy
+21,295
New +$459K 0.77% 23

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

Luminist Capital's SVOL Position: Q2 2026 in Review

Luminist Capital increased its Simplify Volatility Premium ETF (SVOL) stake by 37% in Q2 2026, buying an estimated $40.8K and bringing the position to 9,415 shares worth $149K. The position accounts for 0.17% of the portfolio, ranked #48.

Luminist Capital first reported a position in SVOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $443K in Q4 2024. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Luminist Capital held 9,415 shares of Simplify Volatility Premium ETF worth $149K as of Q2 2026.
  • Luminist Capital bought 2,562 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $40.8K.
  • Simplify Volatility Premium ETF made up 0.17% of Luminist Capital's portfolio in Q2 2026, its #48 holding.
  • Luminist Capital first reported a position in Simplify Volatility Premium ETF in Q4 2024 and has held it in 7 quarters since.
  • Luminist Capital's Simplify Volatility Premium ETF position peaked at $443K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.