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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
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 $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

Root Financial Partners's SVOL Position: Q1 2026 in Review

Root Financial Partners held its Simplify Volatility Premium ETF (SVOL) position steady in Q1 2026 at 257 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

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

  • Root Financial Partners held 257 shares of Simplify Volatility Premium ETF worth $3.94K as of Q1 2026.
  • Root Financial Partners left its Simplify Volatility Premium ETF share count unchanged in Q1 2026.
  • Simplify Volatility Premium ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2044 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.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.