Bank of America
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Bank of America’s WealthTrust DBS Long Term Growth ETF WLTG Stock Holding History

Bank of America’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
-586
Closed -$20.4K – 6915
2025
Q4 		$20.4K Buy
+586
New +$20.8K ﹤0.01% 6045

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 $6.06B AUM 28.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America's WLTG Position: Q1 2026 in Review

Bank of America sold out of WealthTrust DBS Long Term Growth ETF (WLTG) in Q1 2026, closing a stake of 586 shares — an estimated $20.4K sold.

Bank of America first reported a position in WLTG in Q4 2025 and held it in 1 quarter. The position peaked at $20.4K in Q4 2025. 9 funds tracked by Wall St. Rank hold WLTG as of Q1 2026.

  • Bank of America reported no remaining WealthTrust DBS Long Term Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 586 WealthTrust DBS Long Term Growth ETF shares in Q1 2026, an estimated $20.4K.
  • Bank of America first reported a position in WealthTrust DBS Long Term Growth ETF in Q4 2025 and held it in 1 quarter.
  • Bank of America's WealthTrust DBS Long Term Growth ETF position peaked at $20.4K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held WealthTrust DBS Long Term Growth ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.