UBS Group
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UBS Group’s Roundhill HALO ETF LOHA Stock Holding History

UBS Group’s Portfolio LOHA Stock Details LOHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.41K Buy
+382
New +$10K ﹤0.01% 9141

Other funds holding LOHA

Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
3Chopt Investment Partners
3Chopt Investment Partners Richmond, Virginia $558M AUM 27.55% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group's LOHA Position: Q3 2026 in Review

UBS Group opened a new position in Roundhill HALO ETF (LOHA) in Q3 2026: 382 shares worth $9.41K. The stake represents ﹤0.01% of the portfolio and ranks #9141 among its holdings.

8 funds tracked by Wall St. Rank hold LOHA as of Q3 2026.

  • UBS Group held 382 shares of Roundhill HALO ETF worth $9.41K as of Q3 2026.
  • Roundhill HALO ETF was a new UBS Group position in Q3 2026.
  • Roundhill HALO ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9141 holding.
  • 8 funds tracked by Wall St. Rank held Roundhill HALO ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.