SFG
SVOL icon

Strive Financial Group’s Simplify Volatility Premium ETF SVOL Stock Holding History

Strive Financial Group’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 		$72.9K Buy
4,547
+925
+26% +$14.7K 0.03% 235
2026
Q1 		$56K Hold
3,622
– – 0.03% 214
2025
Q4 		$63.6K Buy
+3,622
New +$63.8K 0.03% 201

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

Strive Financial Group's SVOL Position: Q2 2026 in Review

Strive Financial Group increased its Simplify Volatility Premium ETF (SVOL) stake by 26% in Q2 2026, buying an estimated $14.7K and bringing the position to 4,547 shares worth $72.9K. The position accounts for 0.03% of the portfolio, ranked #235.

Strive Financial Group first reported a position in SVOL in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Strive Financial Group held 4,547 shares of Simplify Volatility Premium ETF worth $72.9K as of Q2 2026.
  • Strive Financial Group bought 925 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $14.7K.
  • Simplify Volatility Premium ETF made up 0.03% of Strive Financial Group's portfolio in Q2 2026, its #235 holding.
  • Strive Financial Group first reported a position in Simplify Volatility Premium ETF in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.