Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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WAM
Worth Asset Management’s
Simplify Volatility Premium ETF
SVOL
Stock Holding History
Worth Asset Management’s Portfolio
SVOL Stock Details
SVOL Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
2024
Q2
$273K
Sell
2024
Q1
$493K
Sell
2023
Q4
$1.03M
Sell
2023
Q3
$1.27M
Sell
2023
Q2
$2.66M
Buy
2023
Q1
$264K
Buy
2022
Q4
–
Sell
2022
Q3
$35K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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