Retirement Planning Group (Kansas)’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
Q1
Sell
-16,970
Closed -$353K 315
2024
Q4
$353K Sell
16,970
-1,190
-7% -$24.7K 0.02% 219
2024
Q3
$399K Sell
18,160
-1,264
-7% -$27.8K 0.02% 194
2024
Q2
$436K Buy
+19,424
New +$436K 0.03% 161