EWM
SVOL icon

EPG Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History

EPG Wealth 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
-31,381
Closed -$652K – 445
2024
Q4 		$652K Buy
31,381
+1,002
+3% +$21.6K 0.17% 139
2024
Q3 		$667K Buy
+30,379
New +$676K 0.17% 138
2024
Q2 		– Sell
-22,506
Closed -$507K – 146
2024
Q1 		$510K Buy
22,506
+7,492
+50% +$171K 0.12% 167
2023
Q4 		$341K Buy
15,014
+1,448
+11% +$32.7K 0.09% 193
2023
Q3 		$305K Buy
+13,566
New +$310K 0.09% 191

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $226M AUM 18.37% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
PIS
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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return