Belpointe Asset Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

Belpointe Asset Management’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
2025 Q1	–	Sell	-10,485	Closed	-$234K	–	1029
2024 Q4	$234K	Buy	10,485 +66	+0.6%	+$1.42K	0.01%	751
2024 Q3	$229K	Buy	10,419 +9,492	+1,024%	+$211K	0.01%	760
2024 Q2	$20.8K	Buy	+927	New	+$20.9K	﹤0.01%	782
2023 Q2	–	Sell	-480	Closed	-$10.5K	–	3052
2023 Q1	$10.5K	Buy	480 +128	+36%	+$2.84K	﹤0.01%	2693
2022 Q4	$7.71K	Buy	+352	New	+$7.57K	﹤0.01%	2741

Other funds holding SVOL

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Peak Financial Advisors Denver, Colorado $226M AUM 18.37% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return