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Global Retirement Partners’s WealthTrust DBS Long Term Growth ETF WLTG Stock Holding History

Global Retirement Partners’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
2025
Q4 		$216K Buy
6,211
+1,728
+39% +$61.3K ﹤0.01% 1425
2025
Q3 		$156K Buy
+4,483
New +$149K ﹤0.01% 1303

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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Retirement Partners's WLTG Position: Q4 2025 in Review

Global Retirement Partners increased its WealthTrust DBS Long Term Growth ETF (WLTG) stake by 39% in Q4 2025, buying an estimated $61.3K and bringing the position to 6,211 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Global Retirement Partners first reported a position in WLTG in Q3 2025 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold WLTG as of Q4 2025.

  • Global Retirement Partners held 6,211 shares of WealthTrust DBS Long Term Growth ETF worth $216K as of Q4 2025.
  • Global Retirement Partners bought 1,728 WealthTrust DBS Long Term Growth ETF shares in Q4 2025, an estimated $61.3K.
  • WealthTrust DBS Long Term Growth ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1425 holding.
  • Global Retirement Partners first reported a position in WealthTrust DBS Long Term Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held WealthTrust DBS Long Term Growth ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.