AWS
Aspen Wealth Strategies’s Simplify Volatility Premium ETF SVOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Sell |
20,606
-17,010
| -45% | -$313K | 0.23% | 57 |
|
|
2025
Q1 | $684K | Sell |
37,616
-1,095
| -3% | -$19.9K | 0.45% | 41 |
|
|
2024
Q4 | $805K | Buy |
38,711
+16,529
| +75% | +$344K | 0.51% | 34 |
|
|
2024
Q3 | $487K | Buy |
22,182
+198
| +0.9% | +$4.35K | 0.31% | 47 |
|
|
2024
Q2 | $499K | Sell |
21,984
-579
| -3% | -$13.1K | 0.35% | 46 |
|
|
2024
Q1 | $511K | Buy |
+22,563
| New | +$511K | 0.35% | 46 |
|