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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$714K Buy
38,807
+962
+3% +$17.7K 0.34% 68
2025
Q1
$688K Buy
37,845
+3,352
+10% +$60.9K 0.39% 69
2024
Q4
$717K Buy
34,493
+9,212
+36% +$192K 0.31% 90
2024
Q3
$555K Buy
+25,281
New +$555K 0.26% 93