Root Financial Partners
SVOL icon

Root Financial Partners’s Simplify Volatility Premium ETF SVOL Stock Holding History

Root Financial Partners’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 		– Hold
0
– – – 3823
2026
Q2 		– Sell
-257
Closed -$3.94K – 2849
2026
Q1 		$3.94K Hold
257
– – ﹤0.01% 2044
2025
Q4 		$4.51K Sell
257
-2,510
-91% -$44.2K ﹤0.01% 1795
2025
Q3 		$49.8K Buy
+2,767
New +$48.7K ﹤0.01% 673

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B.O.S.S. Retirement Advisors
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FSA Advisors
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Blackston Financial Advisory Group
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Cambridge Advisors
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Root Financial Partners's SVOL Position: Q3 2026 in Review

Root Financial Partners held its Simplify Volatility Premium ETF (SVOL) position steady in Q3 2026 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #3823.

Root Financial Partners first reported a position in SVOL in Q3 2025 and has held it in 3 quarters since. The position peaked at $49.8K in Q3 2025. 36 funds tracked by Wall St. Rank hold SVOL as of Q3 2026.

  • Root Financial Partners held 0 shares of Simplify Volatility Premium ETF worth $3 as of Q3 2026.
  • Root Financial Partners left its Simplify Volatility Premium ETF share count unchanged in Q3 2026.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3823 holding.
  • Root Financial Partners first reported a position in Simplify Volatility Premium ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Simplify Volatility Premium ETF position peaked at $49.8K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.