Sigma Planning Corp’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
$623K Buy
33,858
+4,102
+14% +$75.4K 0.02% 691
2025
Q1
$541K Buy
29,756
+3,610
+14% +$65.6K 0.02% 700
2024
Q4
$544K Buy
26,146
+10,802
+70% +$225K 0.02% 710
2024
Q3
$337K Buy
+15,344
New +$337K 0.01% 912