EWM
EPG Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31,381
| Closed | -$652K | – | 434 |
|
|
2024
Q4 | $652K | Buy |
31,381
+1,002
| +3% | +$20.8K | 0.17% | 139 |
|
|
2024
Q3 | $667K | Buy |
+30,379
| New | +$667K | 0.17% | 138 |
|
|
2024
Q2 | – | Sell |
-22,506
| Closed | -$510K | – | 146 |
|
|
2024
Q1 | $510K | Buy |
22,506
+7,492
| +50% | +$170K | 0.12% | 167 |
|
|
2023
Q4 | $341K | Buy |
15,014
+1,448
| +11% | +$32.8K | 0.09% | 193 |
|
|
2023
Q3 | $305K | Buy |
+13,566
| New | +$305K | 0.09% | 191 |
|