DAS
Diversify Advisory Services’s Simplify Volatility Premium ETF SVOL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-109,305
| Closed | -$1.81M | – | 864 |
|
2025
Q1 | $1.81M | Buy |
109,305
+9,644
| +10% | +$160K | 0.11% | 128 |
|
2024
Q4 | $2.02M | Buy |
99,661
+18,131
| +22% | +$368K | 0.11% | 132 |
|
2024
Q3 | $1.77M | Buy |
81,530
+57,805
| +244% | +$1.26M | 0.1% | 175 |
|
2024
Q2 | $539K | Buy |
+23,725
| New | +$539K | 0.03% | 371 |
|