SI
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Stirlingshire Investments’s Simplify Volatility Premium ETF SVOL Stock Holding History

Stirlingshire Investments’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 		$340K Sell
22,177
-12,142
-35% -$205K 0.3% 102
2025
Q4 		$603K Buy
+34,319
New +$604K 0.53% 51

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

Stirlingshire Investments's SVOL Position: Q1 2026 in Review

Stirlingshire Investments reduced its Simplify Volatility Premium ETF (SVOL) stake by 35% in Q1 2026, selling an estimated $205K and leaving 22,177 shares worth $340K. The position accounts for 0.3% of the portfolio, ranked #102.

Stirlingshire Investments first reported a position in SVOL in Q4 2025 and has held it in 2 quarters since. The position peaked at $603K in Q4 2025. 78 funds tracked by Wall St. Rank hold SVOL as of Q1 2026.

  • Stirlingshire Investments held 22,177 shares of Simplify Volatility Premium ETF worth $340K as of Q1 2026.
  • Stirlingshire Investments sold 12,142 Simplify Volatility Premium ETF shares in Q1 2026, an estimated $205K.
  • Simplify Volatility Premium ETF made up 0.3% of Stirlingshire Investments's portfolio in Q1 2026, its #102 holding.
  • Stirlingshire Investments first reported a position in Simplify Volatility Premium ETF in Q4 2025 and has held it in 2 quarters since.
  • Stirlingshire Investments's Simplify Volatility Premium ETF position peaked at $603K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q1 2026.

Based on Stirlingshire Investments's 13F filing for Q1 2026, filed 4 May 2026.