Peak Financial Advisors’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 | – | Sell |
-502,384
| Closed | -$9.13M | – | 107 |
|
|
2025
Q1 | $9.13M | Buy |
502,384
+15,523
| +3% | +$282K | 4.65% | 6 |
|
|
2024
Q4 | $10.1M | Buy |
486,861
+7,306
| +2% | +$152K | 5.26% | 5 |
|
|
2024
Q3 | $10.5M | Buy |
479,555
+40,642
| +9% | +$892K | 5.42% | 4 |
|
|
2024
Q2 | $9.86M | Buy |
438,913
+96,758
| +28% | +$2.17M | 5.66% | 3 |
|
|
2024
Q1 | $7.75M | Buy |
342,155
+78,976
| +30% | +$1.79M | 4.72% | 3 |
|
|
2023
Q4 | $6M | Buy |
263,179
+72,543
| +38% | +$1.65M | 4.01% | 4 |
|
|
2023
Q3 | $4.29M | Buy |
+190,636
| New | +$4.29M | 4.64% | 9 |
|