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Sowell Financial Services’s WealthTrust DBS Long Term Growth ETF WLTG Stock Holding History

Sowell Financial Services’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
2022
Q4 		– Sell
-12,735
Closed -$250K – 549
2022
Q3 		$250K Sell
12,735
-27,624
-68% -$574K 0.03% 384
2022
Q2 		$824K Buy
40,359
+12,645
+46% +$278K 0.08% 182
2022
Q1 		$666K Buy
+27,714
New +$666K 0.12% 120

Other funds holding WLTG

WAM
WealthTrust Asset Management Destin, Florida $167M AUM 25.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sowell Financial Services's WLTG Position: Q4 2022 in Review

Sowell Financial Services sold out of WealthTrust DBS Long Term Growth ETF (WLTG) in Q4 2022, closing a stake of 12,735 shares — an estimated $250K sold.

Sowell Financial Services first reported a position in WLTG in Q1 2022 and held it in 3 quarters. The position peaked at $824K in Q2 2022. 2 funds tracked by Wall St. Rank hold WLTG as of Q4 2022.

  • Sowell Financial Services reported no remaining WealthTrust DBS Long Term Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Sowell Financial Services sold 12,735 WealthTrust DBS Long Term Growth ETF shares in Q4 2022, an estimated $250K.
  • Sowell Financial Services first reported a position in WealthTrust DBS Long Term Growth ETF in Q1 2022 and held it in 3 quarters.
  • Sowell Financial Services's WealthTrust DBS Long Term Growth ETF position peaked at $824K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held WealthTrust DBS Long Term Growth ETF as of Q4 2022.

Based on Sowell Financial Services's 13F filing for Q4 2022, filed 9 Feb 2023.