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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
Q1 		$461K Buy
+30,042
New +$507K ﹤0.01% 513

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

Mather Group's SVOL Position: Q1 2026 in Review

Mather Group opened a new position in Simplify Volatility Premium ETF (SVOL) in Q1 2026: 30,042 shares worth $461K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings.

78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Mather Group held 30,042 shares of Simplify Volatility Premium ETF worth $461K as of Q1 2026.
  • Simplify Volatility Premium ETF was a new Mather Group position in Q1 2026.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #513 holding.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.