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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
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 $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 $3.7B 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 $3.65B 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

Luminist Capital's SVOL Position: Q1 2026 in Review

Luminist Capital increased its Simplify Volatility Premium ETF (SVOL) stake by 28% in Q1 2026, buying an estimated $25.5K and bringing the position to 6,853 shares worth $105K. The position accounts for 0.14% of the portfolio, ranked #47.

Luminist Capital first reported a position in SVOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $443K in Q4 2024. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Luminist Capital held 6,853 shares of Simplify Volatility Premium ETF worth $105K as of Q1 2026.
  • Luminist Capital bought 1,509 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $25.5K.
  • Simplify Volatility Premium ETF made up 0.14% of Luminist Capital's portfolio in Q1 2026, its #47 holding.
  • Luminist Capital first reported a position in Simplify Volatility Premium ETF in Q4 2024 and has held it in 6 quarters since.
  • Luminist Capital's Simplify Volatility Premium ETF position peaked at $443K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.