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
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 $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return