UBS Group
WLTG icon

UBS Group’s WealthTrust DBS Long Term Growth ETF WLTG Stock Holding History

UBS Group’s Portfolio WLTG Stock Details WLTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-110
Closed -$3.83K – 11239
2025
Q4 		$3.83K Buy
+110
New +$3.9K ﹤0.01% 8940
2025
Q3 		– Sell
-28
Closed -$896 – 10999
2025
Q2 		$896 Buy
+28
New +$824 ﹤0.01% 9716
2024
Q4 		– Sell
-350
Closed -$10.1K – 10462
2024
Q3 		$10.1K Buy
+350
New +$9.72K ﹤0.01% 7745
2023
Q2 		– Sell
-500
Closed -$10.3K – 9730
2023
Q1 		$10.3K Buy
500
+375
+300% +$7.69K ﹤0.01% 7595
2022
Q4 		$2.49K Hold
125
– – ﹤0.01% 9670
2022
Q3 		$2K Sell
125
-486
-80% -$10.1K ﹤0.01% 9784
2022
Q2 		$12K Buy
+611
New +$13.4K ﹤0.01% 7686

Other funds holding WLTG

WAM
WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
EW
Expressive Wealth Chicago, Illinois $105M AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group's WLTG Position: Q1 2026 in Review

UBS Group sold out of WealthTrust DBS Long Term Growth ETF (WLTG) in Q1 2026, closing a stake of 110 shares — an estimated $3.83K sold.

UBS Group first reported a position in WLTG in Q2 2022 and held it in 7 quarters. The position peaked at $12K in Q2 2022. 9 funds tracked by Wall St. Rank hold WLTG as of Q1 2026.

  • UBS Group reported no remaining WealthTrust DBS Long Term Growth ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 110 WealthTrust DBS Long Term Growth ETF shares in Q1 2026, an estimated $3.83K.
  • UBS Group first reported a position in WealthTrust DBS Long Term Growth ETF in Q2 2022 and held it in 7 quarters.
  • UBS Group's WealthTrust DBS Long Term Growth ETF position peaked at $12K in Q2 2022.
  • 9 funds tracked by Wall St. Rank held WealthTrust DBS Long Term Growth ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.