TD Waterhouse Canada’s Simplify Volatility Premium ETF SVOL Stock Holding History

TD Waterhouse Canada’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
2025 Q3	–	Sell	-84,900	Closed	-$1.1M	–	2149
2025 Q2	$1.1M	Buy	84,900 +32,067	+61%	+$551K	0.01%	528
2025 Q1	$1.04M	Buy	52,833 +33,933	+180%	+$690K	0.01%	516
2024 Q4	$394K	Buy	18,900 +15,350	+432%	+$331K	﹤0.01%	661
2024 Q3	$77.2K	Buy	+3,550	New	+$79K	﹤0.01%	927
2024 Q2	–	Sell	-4,000	Closed	-$90K	–	2004
2024 Q1	$90K	Buy	+4,000	New	+$91.2K	﹤0.01%	924

Other funds holding SVOL

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return