OL
SVOL icon

Owen LaRue’s Simplify Volatility Premium ETF SVOL Stock Holding History

Owen LaRue’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 		$7.43M Buy
462,950
+230,132
+99% +$3.66M 2.58% 8
2026
Q1 		$3.57M Sell
232,818
-100,521
-30% -$1.7M 1.37% 20
2025
Q4 		$5.85M Buy
333,339
+162,059
+95% +$2.85M 2.23% 10
2025
Q3 		$3.08M Buy
171,280
+44,784
+35% +$788K 1.21% 23
2025
Q2 		$2.33M Buy
126,496
+69,282
+121% +$1.19M 0.99% 30
2025
Q1 		$1.04M Buy
+57,214
New +$1.16M 0.52% 47

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Owen LaRue's SVOL Position: Q2 2026 in Review

Owen LaRue increased its Simplify Volatility Premium ETF (SVOL) stake by 99% in Q2 2026, buying an estimated $3.66M and bringing the position to 462,950 shares worth $7.43M. The position accounts for 2.58% of the portfolio, ranked #8.

Owen LaRue first reported a position in SVOL in Q1 2025 and has held it in 6 quarters since. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Owen LaRue held 462,950 shares of Simplify Volatility Premium ETF worth $7.43M as of Q2 2026.
  • Owen LaRue bought 230,132 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $3.66M.
  • Simplify Volatility Premium ETF made up 2.58% of Owen LaRue's portfolio in Q2 2026, its #8 holding.
  • Owen LaRue first reported a position in Simplify Volatility Premium ETF in Q1 2025 and has held it in 6 quarters since.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.