Kovitz Investment Group Partners
ZVOL

Kovitz Investment Group Partners’s Volatility Premium Plus ETF ZVOL Stock Holding History

Kovitz Investment Group Partners’s Portfolio ZVOL Stock Details ZVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-32,045
Closed -$505K – 1408
2025
Q1 		$505K Buy
+32,045
New +$568K ﹤0.01% 899

Other funds holding ZVOL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kovitz Investment Group Partners's ZVOL Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of Volatility Premium Plus ETF (ZVOL) in Q2 2025, closing a stake of 32,045 shares — an estimated $505K sold.

Kovitz Investment Group Partners first reported a position in ZVOL in Q1 2025 and held it in 1 quarter. The position peaked at $505K in Q1 2025. 2 funds tracked by Wall St. Rank hold ZVOL as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining Volatility Premium Plus ETF position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 32,045 Volatility Premium Plus ETF shares in Q2 2025, an estimated $505K.
  • Kovitz Investment Group Partners first reported a position in Volatility Premium Plus ETF in Q1 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Volatility Premium Plus ETF position peaked at $505K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Volatility Premium Plus ETF as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.