MFS
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Montgomery Financial Services’s Simplify Volatility Premium ETF SVOL Stock Holding History

Montgomery Financial Services’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 		$17.8K Buy
+1,110
New +$17.7K 0.02% 131

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

Montgomery Financial Services's SVOL Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Simplify Volatility Premium ETF (SVOL) in Q2 2026: 1,110 shares worth $17.8K. The stake represents 0.02% of the portfolio and ranks #131 among its holdings.

69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Montgomery Financial Services held 1,110 shares of Simplify Volatility Premium ETF worth $17.8K as of Q2 2026.
  • Simplify Volatility Premium ETF was a new Montgomery Financial Services position in Q2 2026.
  • Simplify Volatility Premium ETF made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #131 holding.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.