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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
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

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

Root Financial Partners's SVOL Position: Q2 2026 in Review

Root Financial Partners sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2026, closing a stake of 257 shares — an estimated $3.94K sold.

Root Financial Partners first reported a position in SVOL in Q3 2025 and held it in 3 quarters. The position peaked at $49.8K in Q3 2025. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Root Financial Partners reported no remaining Simplify Volatility Premium ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 257 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $3.94K.
  • Root Financial Partners first reported a position in Simplify Volatility Premium ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Simplify Volatility Premium ETF position peaked at $49.8K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.