Collaborative Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $291K | Sell |
|
|||||
|
2025
Q3 | $594K | Buy |
|
|||||
|
2025
Q2 | $602K | Buy |
|
|||||
|
2025
Q1 | $534K | Sell |
|
|||||
|
2024
Q4 | $626K | Buy |
|
|||||
|
2024
Q3 | $650K | Buy |
|
|||||
|
2024
Q2 | $570K | Buy |
|
|||||
|
2024
Q1 | $410K | Buy |
|
|||||
|
2023
Q4 | $382K | Hold |
|
|||||
|
2023
Q3 | $378K | Hold |
|
|||||
|
2023
Q2 | $385K | Buy |
|
|||||
|
2023
Q1 | $360K | Buy |
|
|||||
|
2022
Q4 | $357K | Buy |
|
|||||
|
2022
Q3 | $330K | Buy |
|
|||||
|
2022
Q2 | $341K | Buy |
|
|||||
|
2021
Q4 | $403K | Buy |
|