Bank of Montreal’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 | $450K | Buy |
24,455
+7,815
| +47% | +$144K | ﹤0.01% | 2067 |
|
|
2025
Q1 | $303K | Buy |
+16,640
| New | +$303K | ﹤0.01% | 2264 |
|
|
2024
Q4 | – | Sell |
-2,551
| Closed | -$56K | – | 3484 |
|
|
2024
Q3 | $56K | Hold |
2,551
| – | – | ﹤0.01% | 3054 |
|
|
2024
Q2 | $58.5K | Hold |
2,551
| – | – | ﹤0.01% | 3104 |
|
|
2024
Q1 | $57.9K | Buy |
+2,551
| New | +$57.9K | ﹤0.01% | 3102 |
|