Summit Financial
SVOL icon

Summit Financial’s Simplify Volatility Premium ETF SVOL Stock Holding History

Summit Financial’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 		– Sell
-21,676
Closed -$333K – 1627
2026
Q1 		$333K Sell
21,676
-7,658
-26% -$129K ﹤0.01% 1147
2025
Q4 		$515K Sell
29,334
-7,573
-21% -$133K 0.01% 881
2025
Q3 		$664K Buy
+36,907
New +$649K 0.01% 782

Other funds holding SVOL

AE Wealth Management
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Owen LaRue
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
FSA Advisors
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Summit Financial's SVOL Position: Q2 2026 in Review

Summit Financial sold out of Simplify Volatility Premium ETF (SVOL) in Q2 2026, closing a stake of 21,676 shares — an estimated $333K sold.

Summit Financial first reported a position in SVOL in Q3 2025 and held it in 3 quarters. The position peaked at $664K in Q3 2025. 70 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • Summit Financial reported no remaining Simplify Volatility Premium ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 21,676 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $333K.
  • Summit Financial first reported a position in Simplify Volatility Premium ETF in Q3 2025 and held it in 3 quarters.
  • Summit Financial's Simplify Volatility Premium ETF position peaked at $664K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.