EW
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Expressive Wealth’s WealthTrust DBS Long Term Growth ETF WLTG Stock Holding History

Expressive Wealth’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 		$989K Sell
26,398
-35
-0.1% -$1.29K 0.93% 26
2026
Q1 		$994K Sell
26,433
-4,949
-16% -$175K 0.95% 23
2025
Q4 		$1.09M Buy
+31,382
New +$1.11M 1.18% 22

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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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

Expressive Wealth's WLTG Position: Q2 2026 in Review

Expressive Wealth reduced its WealthTrust DBS Long Term Growth ETF (WLTG) stake by 0.13% in Q2 2026, selling an estimated $1.29K and leaving 26,398 shares worth $989K. The position accounts for 0.93% of the portfolio, ranked #26.

Expressive Wealth first reported a position in WLTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2025. 12 funds tracked by Wall St. Rank hold WLTG as of Q2 2026.

  • Expressive Wealth held 26,398 shares of WealthTrust DBS Long Term Growth ETF worth $989K as of Q2 2026.
  • Expressive Wealth sold 35 WealthTrust DBS Long Term Growth ETF shares in Q2 2026, an estimated $1.29K.
  • WealthTrust DBS Long Term Growth ETF made up 0.93% of Expressive Wealth's portfolio in Q2 2026, its #26 holding.
  • Expressive Wealth first reported a position in WealthTrust DBS Long Term Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Expressive Wealth's WealthTrust DBS Long Term Growth ETF position peaked at $1.09M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held WealthTrust DBS Long Term Growth ETF as of Q2 2026.

Based on Expressive Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.