Summit Financial
WLTG icon

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
Q2 		$246K Sell
6,571
-1,594
-20% -$58.6K ﹤0.01% 1424
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

WealthTrust Asset Management
WealthTrust Asset Management Destin, Florida $181M AUM 17.81% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Expressive Wealth
Expressive Wealth Chicago, Illinois $106M AUM
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Advisors Preferred
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Financial's WLTG Position: Q2 2026 in Review

Summit Financial reduced its WealthTrust DBS Long Term Growth ETF (WLTG) stake by 20% in Q2 2026, selling an estimated $58.6K and leaving 6,571 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Summit Financial first reported a position in WLTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $302K in Q4 2025. 12 funds tracked by Wall St. Rank hold WLTG as of Q2 2026.

  • Summit Financial held 6,571 shares of WealthTrust DBS Long Term Growth ETF worth $246K as of Q2 2026.
  • Summit Financial sold 1,594 WealthTrust DBS Long Term Growth ETF shares in Q2 2026, an estimated $58.6K.
  • WealthTrust DBS Long Term Growth ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1424 holding.
  • Summit Financial first reported a position in WealthTrust DBS Long Term Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Summit Financial's WealthTrust DBS Long Term Growth ETF position peaked at $302K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held WealthTrust DBS Long Term Growth ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.