SI
SVOL icon

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
Q2 		$163K Sell
10,150
-12,027
-54% -$191K 0.12% 217
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 $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

Stirlingshire Investments's SVOL Position: Q2 2026 in Review

Stirlingshire Investments reduced its Simplify Volatility Premium ETF (SVOL) stake by 54% in Q2 2026, selling an estimated $191K and leaving 10,150 shares worth $163K. The position accounts for 0.12% of the portfolio, ranked #217.

Stirlingshire Investments first reported a position in SVOL in Q4 2025 and has held it in 3 quarters since. The position peaked at $603K in Q4 2025. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Stirlingshire Investments held 10,150 shares of Simplify Volatility Premium ETF worth $163K as of Q2 2026.
  • Stirlingshire Investments sold 12,027 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $191K.
  • Simplify Volatility Premium ETF made up 0.12% of Stirlingshire Investments's portfolio in Q2 2026, its #217 holding.
  • Stirlingshire Investments first reported a position in Simplify Volatility Premium ETF in Q4 2025 and has held it in 3 quarters since.
  • Stirlingshire Investments's Simplify Volatility Premium ETF position peaked at $603K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Stirlingshire Investments's 13F filing for Q2 2026, filed 31 Jul 2026.