UBS Group
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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
Q2 		$6.29K Buy
+168
New +$6.18K ﹤0.01% 8845
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 +$9.7K ﹤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

WealthTrust Asset Management
WealthTrust Asset Management Destin, Florida $181M AUM 17.81% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Expressive Wealth
Expressive Wealth Chicago, Illinois $106M AUM
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Advisors Preferred
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

UBS Group's WLTG Position: Q2 2026 in Review

UBS Group opened a new position in WealthTrust DBS Long Term Growth ETF (WLTG) in Q2 2026: 168 shares worth $6.29K. The stake represents ﹤0.01% of the portfolio and ranks #8845 among its holdings. This is a return to the name: UBS Group previously reported a position in WLTG as recently as Q4 2025.

UBS Group first reported a position in WLTG in Q2 2022 and has held it in 8 quarters since. The position peaked at $12K in Q2 2022. 12 funds tracked by Wall St. Rank hold WLTG as of Q2 2026.

  • UBS Group held 168 shares of WealthTrust DBS Long Term Growth ETF worth $6.29K as of Q2 2026.
  • WealthTrust DBS Long Term Growth ETF was a new UBS Group position in Q2 2026.
  • WealthTrust DBS Long Term Growth ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8845 holding.
  • UBS Group first reported a position in WealthTrust DBS Long Term Growth ETF in Q2 2022 and has held it in 8 quarters since.
  • UBS Group's WealthTrust DBS Long Term Growth ETF position peaked at $12K in Q2 2022.
  • 12 funds tracked by Wall St. Rank held WealthTrust DBS Long Term Growth ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.