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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

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

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. 70 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.
70 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.