Mather Group
SVOL icon

Mather Group’s Simplify Volatility Premium ETF SVOL Stock Holding History

Mather Group’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 		$339K Buy
20,731
+60
+0.3% +$978 ﹤0.01% 652
2026
Q2 		$332K Sell
20,671
-9,371
-31% -$149K ﹤0.01% 642
2026
Q1 		$461K Buy
+30,042
New +$507K ﹤0.01% 513

Other funds holding SVOL

Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Cambridge Advisors
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Mather Group's SVOL Position: Q3 2026 in Review

Mather Group increased its Simplify Volatility Premium ETF (SVOL) stake by 0.29% in Q3 2026, buying an estimated $978 and bringing the position to 20,731 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Mather Group first reported a position in SVOL in Q1 2026 and has held it in 3 quarters since. The position peaked at $461K in Q1 2026. 11 funds tracked by Wall St. Rank hold SVOL as of Q3 2026.

  • Mather Group held 20,731 shares of Simplify Volatility Premium ETF worth $339K as of Q3 2026.
  • Mather Group bought 60 Simplify Volatility Premium ETF shares in Q3 2026, an estimated $978.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #652 holding.
  • Mather Group first reported a position in Simplify Volatility Premium ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's Simplify Volatility Premium ETF position peaked at $461K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.