AE Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.6M | Buy |
1,771,470
+386,654
| +28% | +$7.11M | 0.24% | 102 |
|
|
2025
Q1 | $25.2M | Buy |
1,384,816
+534,805
| +63% | +$9.72M | 0.21% | 110 |
|
|
2024
Q4 | $17.7M | Buy |
850,011
+629,543
| +286% | +$13.1M | 0.15% | 160 |
|
|
2024
Q3 | $4.84M | Buy |
220,468
+78,085
| +55% | +$1.71M | 0.04% | 339 |
|
|
2024
Q2 | $3.2M | Sell |
142,383
-70,879
| -33% | -$1.59M | 0.03% | 424 |
|
|
2024
Q1 | $4.83M | Buy |
213,262
+60,952
| +40% | +$1.38M | 0.05% | 304 |
|
|
2023
Q4 | $3.47M | Buy |
152,310
+78,041
| +105% | +$1.78M | 0.02% | 712 |
|
|
2023
Q3 | $1.67M | Buy |
74,269
+53,282
| +254% | +$1.2M | 0.01% | 913 |
|
|
2023
Q2 | $482K | Buy |
+20,987
| New | +$482K | ﹤0.01% | 1409 |
|