NWWA
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New Wave Wealth Advisors’s WealthTrust DBS Long Term Growth ETF WLTG Stock Holding History

New Wave Wealth Advisors’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 		$5.07M Buy
135,353
+44,094
+48% +$1.62M 1.38% 18
2026
Q1 		$3.09M Buy
91,259
+2,071
+2% +$73.2K 1.07% 24
2025
Q4 		$3.11M Buy
89,188
+827
+0.9% +$29.3K 1.14% 24
2025
Q3 		$3.08M Buy
+88,361
New +$2.94M 1.2% 22

Other funds holding WLTG

WAM
WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

New Wave Wealth Advisors's WLTG Position: Q2 2026 in Review

New Wave Wealth Advisors increased its WealthTrust DBS Long Term Growth ETF (WLTG) stake by 48% in Q2 2026, buying an estimated $1.62M and bringing the position to 135,353 shares worth $5.07M. The position accounts for 1.38% of the portfolio, ranked #18.

New Wave Wealth Advisors first reported a position in WLTG in Q3 2025 and has held it in 4 quarters since. 3 funds tracked by Wall St. Rank hold WLTG as of Q2 2026.

  • New Wave Wealth Advisors held 135,353 shares of WealthTrust DBS Long Term Growth ETF worth $5.07M as of Q2 2026.
  • New Wave Wealth Advisors bought 44,094 WealthTrust DBS Long Term Growth ETF shares in Q2 2026, an estimated $1.62M.
  • WealthTrust DBS Long Term Growth ETF made up 1.38% of New Wave Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • New Wave Wealth Advisors first reported a position in WealthTrust DBS Long Term Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 3 funds tracked by Wall St. Rank held WealthTrust DBS Long Term Growth ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.