Summit Investment Advisory Services, LLC Purchases in Q3 2025

Summit Investment Advisory Services, LLC

  • $251 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
12.8K
+ 1.57%
$40.2 - $44.58 $513K - $569K
826K $36.3B
CGUS
Capital Group Core Equity ETF
32.7K
+ 4.88%
$36.89 - $39.72 $1.21M - $1.3M
704K $27.8B
CGDV
Capital Group Divid Value ETF

ETFs
112
+ 0.01%
$39.59 - $42.21 $4.43K - $4.73K
971K $40.8B
Franklin Templeton ETF Tr
59.2K
+ 6.49%
N/A
971K $26.9B
Fidelity Covington Trust
5K
+ 1.6%
N/A
318K $11.6B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.7K
+ 1.18%
$74.93 - $80.73 $127K - $137K
145K $11.7B
VTI
Vanguard Total Stock Market Et

ETFs
27
+ 0.14%
$303.93 - $329.86 $8.21K - $8.91K
18.7K $6.15B
Pimco ETF Tr
16.8K
+ 65.24%
N/A
42.6K $1.14B
VUG
Vanguard Growth ETF

ETFs
224
+ 3.73%
$433.97 - $484.08 $97.2K - $108K
6.23K $2.99B
ENTG
Entegris Inc

Technology
3.63K
New
$72.03 - $95.97 $262K - $349K
3.63K $336M
ITOT
Ishares Core S&P Total U.S. St

ETFs
33
+ 0.12%
$135.0 - $146.02 $4.46K - $4.82K
26.9K $3.92B
GLD
Spdr Gold Trust

ETFs
746
New
$300.96 - $355.47 $225K - $265K
746 $265M
QQQ
Invesco Qqq Trust, Series 1

ETFs
374
New
$546.99 - $602.2 $205K - $225K
374 $225M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.28K
New
$82.22 - $96.68 $188K - $221K
2.28K $221M
VO
Vanguard Mid Cap ETF

ETFs
523
+ 14.55%
$279.83 - $293.74 $146K - $154K
4.12K $1.21B
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.11K
New
$91.28 - $97.59 $193K - $206K
2.11K $203M
VB
Vanguard Small Cap ETF

ETFs
269
+ 3.95%
$237.58 - $259.17 $63.9K - $69.7K
7.08K $1.8B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.12K
+ 7.59%
$72.65 - $78.68 $81.3K - $88K
15.9K $1.24B
MINO
Pimco ETF Tr Municipal Income

ETFs
3.16K
+ 16.02%
$43.6 - $45.33 $138K - $143K
22.9K $1.04B
SPMD
Spdr Portfolio

ETFs
1.37K
+ 5.17%
$54.43 - $58.29 $74.6K - $79.9K
27.9K $1.59B
CGXU
Capital Group Intl Focus Equit

ETFs
897
+ 2.47%
$26.49 - $29.62 $23.8K - $26.6K
37.2K $1.1B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
797
+ 5.28%
$42.26 - $47.16 $33.7K - $37.6K
15.9K $736M
VTV
Vanguard Value ETF

ETFs
11
+ 0.14%
$175.51 - $186.57 $1.93K - $2.05K
7.83K $1.46B
AAPL
Apple Inc.

Technology
49
+ 3.75%
$202.38 - $256.87 $9.92K - $12.6K
1.36K $346M
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.59%
$620.67 - $670.08 $4.97K - $5.36K
1.37K $916M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 4.39%
$567.77 - $614.76 $22.7K - $24.6K
952 $583M
IWM
Ishares Russell 2000 ETF

ETFs
25
+ 1.2%
$214.92 - $244.84 $5.37K - $6.12K
2.11K $511M
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.03%
$92.26 - $97.51 $185 - $195
7.69K $743M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
728
+ 1.53%
$15.5 - $16.01 $11.3K - $11.7K
48.3K $768M
VBK
Vanguard Small Cap Growth ETF

ETFs
37
+ 4.91%
$276.51 - $305.12 $10.2K - $11.3K
791 $235M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
283
+ 5.6%
$39.8 - $42.86 $11.3K - $12.1K
5.33K $228M
VIDI
Vident Intl Equity Fd

ETFs
77
+ 0.92%
$29.52 - $32.46 $2.27K - $2.5K
8.45K $271M
VUSE
ETF Ser Solutions

ETFs
13
+ 0.2%
$62.35 - $67.22 $811 - $874
6.63K $441M
MSFT
Microsoft Corp

Technology
12
+ 1.68%
$491.09 - $535.64 $5.89K - $6.43K
726 $376M
BOND
Pimco Active Bond Exchange Tra

ETFs
137
+ 2.57%
$90.83 - $93.81 $12.4K - $12.9K
5.47K $510M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2
+ 0.19%
$236.25 - $257.69 $473 - $515
1.04K $266M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4
+ 0.29%
$182.33 - $194.5 $729 - $778
1.37K $267M
DUSA
Davis Fundamental ETF Tr

ETFs
33
+ 0.4%
$45.16 - $48.81 $1.49K - $1.61K
8.36K $401M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
370
+ 2.13%
$13.62 - $14.27 $5.04K - $5.28K
17.7K $252M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
332
+ 2.22%
$8.55 - $9.1 $2.84K - $3.02K
15.3K $139M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
102
+ 1.41%
$46.51 - $50.07 $4.74K - $5.11K
7.34K $345M
Activity Summary
Buys All Purchases 42 New Holdings 6 Increased Positions 36 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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