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Atria Investments’s WealthTrust DBS Long Term Growth ETF WLTG Stock Holding History

Atria Investments’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 		$345K Sell
9,208
-2,260
-20% -$83.1K ﹤0.01% 1756
2026
Q1 		$389K Buy
11,468
+1,240
+12% +$43.8K ﹤0.01% 1594
2025
Q4 		$356K Buy
+10,228
New +$363K ﹤0.01% 1644

Other funds holding WLTG

WAM
WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return
SW
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
EW
Expressive Wealth Chicago, Illinois $106M AUM
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AP
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Investments's WLTG Position: Q2 2026 in Review

Atria Investments reduced its WealthTrust DBS Long Term Growth ETF (WLTG) stake by 20% in Q2 2026, selling an estimated $83.1K and leaving 9,208 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Atria Investments first reported a position in WLTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $389K in Q1 2026. 12 funds tracked by Wall St. Rank hold WLTG as of Q2 2026.

  • Atria Investments held 9,208 shares of WealthTrust DBS Long Term Growth ETF worth $345K as of Q2 2026.
  • Atria Investments sold 2,260 WealthTrust DBS Long Term Growth ETF shares in Q2 2026, an estimated $83.1K.
  • WealthTrust DBS Long Term Growth ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1756 holding.
  • Atria Investments first reported a position in WealthTrust DBS Long Term Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Atria Investments's WealthTrust DBS Long Term Growth ETF position peaked at $389K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held WealthTrust DBS Long Term Growth ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.