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	+$9.72K	﹤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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Expressive Wealth Chicago, Illinois $106M AUM

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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.