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Legacy Wealth Management (Idaho)’s Simplify Volatility Premium ETF SVOL Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SVOL Stock Details SVOL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3M Sell
163,193
-69,727
-30% -$1.28M 1.56% 12
2025
Q1 		$4.23M Sell
232,920
-101,582
-30% -$1.85M 2.99% 7
2024
Q4 		$7.08M Sell
334,502
-148,642
-31% -$3.15M 4.53% 6
2024
Q3 		$10.6M Buy
+483,144
New +$10.6M 6.18% 5