IAA
LGHL

Independent Advisor Alliance’s Lion Group Holding LGHL Stock Holding History

Independent Advisor Alliance’s Portfolio LGHL Stock Details LGHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.6K Buy
+1,464
New +$18.9K ﹤0.01% 1592

Other funds holding LGHL

SP
SmartHarvest Portfolios Poulsbo, Washington $240M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $541M AUM 1,009.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's LGHL Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Lion Group Holding (LGHL) in Q1 2026: 1,464 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #1592 among its holdings.

4 funds tracked by Wall St. Rank hold LGHL as of Q1 2026.

  • Independent Advisor Alliance held 1,464 shares of Lion Group Holding worth $11.6K as of Q1 2026.
  • Lion Group Holding was a new Independent Advisor Alliance position in Q1 2026.
  • Lion Group Holding made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1592 holding.
  • 4 funds tracked by Wall St. Rank held Lion Group Holding as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.