UBS Group
SVOL icon

UBS Group’s Simplify Volatility Premium ETF SVOL Stock Holding History

UBS Group’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
2026
Q2 		$3.8K Sell
237
-732
-76% -$11.7K ﹤0.01% 9144
2026
Q1 		$14.9K Buy
969
+364
+60% +$6.14K ﹤0.01% 8147
2025
Q4 		$10.6K Buy
+605
New +$10.7K ﹤0.01% 8202
2025
Q3 		– Sell
-767
Closed -$14.1K – 10902
2025
Q2 		$14.1K Sell
767
-1,479
-66% -$25.4K ﹤0.01% 8671
2025
Q1 		$40.8K Sell
2,246
-12,471
-85% -$254K ﹤0.01% 7729
2024
Q4 		$306K Buy
14,717
+14,716
+1,471,600% +$317K ﹤0.01% 6188
2024
Q3 		$22 Hold
1
– – ﹤0.01% 9300
2024
Q2 		$22 Hold
1
– – ﹤0.01% 9304
2024
Q1 		$23 Sell
1
-651
-100% -$14.8K ﹤0.01% 9021
2023
Q4 		$14.9K Sell
652
-809
-55% -$18.2K ﹤0.01% 7272
2023
Q3 		$32.9K Buy
1,461
+1,460
+146,000% +$33.4K ﹤0.01% 6547
2023
Q2 		$23 Buy
+1
New +$22 ﹤0.01% 8681
2023
Q1 		– Sell
-1,966
Closed -$43.1K – 10340
2022
Q4 		$43.1K Buy
1,966
+1,629
+483% +$35K ﹤0.01% 6908
2022
Q3 		$7K Buy
+337
New +$7.61K ﹤0.01% 8904
2022
Q1 		– Sell
-1,228
Closed -$33K – 10873
2021
Q4 		$33K Buy
+1,228
New +$33.5K ﹤0.01% 7306

Other funds holding SVOL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

UBS Group's SVOL Position: Q2 2026 in Review

UBS Group reduced its Simplify Volatility Premium ETF (SVOL) stake by 76% in Q2 2026, selling an estimated $11.7K and leaving 237 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #9144.

UBS Group first reported a position in SVOL in Q4 2021 and has held it in 15 quarters since. The position peaked at $306K in Q4 2024. 69 funds tracked by Wall St. Rank hold SVOL as of Q2 2026.

  • UBS Group held 237 shares of Simplify Volatility Premium ETF worth $3.8K as of Q2 2026.
  • UBS Group sold 732 Simplify Volatility Premium ETF shares in Q2 2026, an estimated $11.7K.
  • Simplify Volatility Premium ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9144 holding.
  • UBS Group first reported a position in Simplify Volatility Premium ETF in Q4 2021 and has held it in 15 quarters since.
  • UBS Group's Simplify Volatility Premium ETF position peaked at $306K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Simplify Volatility Premium ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.