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

Partnership 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
2024
Q4 		– Sell
-2,200
Closed -$48.3K – 166
2024
Q3 		$48.3K Buy
+2,200
New +$48.9K 0.03% 121

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Partnership Wealth Management's SVOL Position: Q4 2024 in Review

Partnership Wealth Management sold out of Simplify Volatility Premium ETF (SVOL) in Q4 2024, closing a stake of 2,200 shares — an estimated $48.3K sold.

Partnership Wealth Management first reported a position in SVOL in Q3 2024 and held it in 1 quarter. The position peaked at $48.3K in Q3 2024. 93 funds tracked by Wall St. Rank hold SVOL as of Q4 2024.

  • Partnership Wealth Management reported no remaining Simplify Volatility Premium ETF position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 2,200 Simplify Volatility Premium ETF shares in Q4 2024, an estimated $48.3K.
  • Partnership Wealth Management first reported a position in Simplify Volatility Premium ETF in Q3 2024 and held it in 1 quarter.
  • Partnership Wealth Management's Simplify Volatility Premium ETF position peaked at $48.3K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.