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

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 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. 3 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.
3 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.