Smartleaf Asset Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Smartleaf Asset Management’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	$10.4K	Buy	+685	New	+$11.6K	﹤0.01%	2314

Other funds holding SVOL

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM

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

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Smartleaf Asset Management's SVOL Position: Q1 2026 in Review

Smartleaf Asset Management opened a new position in Simplify Volatility Premium ETF (SVOL) in Q1 2026: 685 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #2314 among its holdings.

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

Smartleaf Asset Management held 685 shares of Simplify Volatility Premium ETF worth $10.4K as of Q1 2026.
Simplify Volatility Premium ETF was a new Smartleaf Asset Management position in Q1 2026.
Simplify Volatility Premium ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2314 holding.
78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.