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

Summit Financial’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 		$277K Sell
8,165
-493
-6% -$17.4K ﹤0.01% 1222
2025
Q4 		$302K Buy
+8,658
New +$307K ﹤0.01% 1086

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
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Financial's WLTG Position: Q1 2026 in Review

Summit Financial reduced its WealthTrust DBS Long Term Growth ETF (WLTG) stake by 5.7% in Q1 2026, selling an estimated $17.4K and leaving 8,165 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Summit Financial first reported a position in WLTG in Q4 2025 and has held it in 2 quarters since. The position peaked at $302K in Q4 2025. 9 funds tracked by Wall St. Rank hold WLTG as of Q1 2026.

  • Summit Financial held 8,165 shares of WealthTrust DBS Long Term Growth ETF worth $277K as of Q1 2026.
  • Summit Financial sold 493 WealthTrust DBS Long Term Growth ETF shares in Q1 2026, an estimated $17.4K.
  • WealthTrust DBS Long Term Growth ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1222 holding.
  • Summit Financial first reported a position in WealthTrust DBS Long Term Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Summit Financial's WealthTrust DBS Long Term Growth ETF position peaked at $302K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held WealthTrust DBS Long Term Growth ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.