HBW Advisory Services’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
2025
Q1
Sell
-22,217
Closed -$462K 422
2024
Q4
$462K Sell
22,217
-7,362
-25% -$159K 0.05% 216
2024
Q3
$650K Sell
29,579
-3,698
-11% -$82.3K 0.1% 174
2024
Q2
$747K Buy
33,277
+2,920
+10% +$65.8K 0.12% 159
2024
Q1
$692K Hold
30,357
0.13% 155
2023
Q4
$692K Buy
30,357
+8,828
+41% +$199K 0.13% 155
2023
Q3
$485K Buy
+21,529
New +$493K 0.1% 177

Other funds holding SVOL