Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
688
+ 2.27%
$103.26 - $115.0 $71K - $79.1K
31K $3.49M
PCT
Pure Cycle Technologies, Inc.

Industrials
26K
New
$12.21 - $16.92 $318K - $440K
26K $342K
HGLB
Highland Global Allocation Fund

N/A
38K
New
$8.15 - $9.04 $309K - $343K
38K $341K
QDPL
Pacer Fds Tr Metaurus Us Large
8.16K
New
$39.4 - $42.1 $321K - $343K
8.16K $341K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
18K
New
$18.61 - $18.94 $335K - $341K
18K $338K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
51.7K
New
$4.73 - $8.22 $245K - $425K
51.7K $337K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
5.33K
New
$57.5 - $61.94 $307K - $330K
5.33K $330K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
8.96K
New
$33.78 - $36.74 $303K - $329K
8.96K $326K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
6.1K
New
$47.99 - $54.16 $293K - $330K
6.1K $322K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8.42K
+ 74.98%
$37.14 - $37.85 $313K - $319K
19.7K $742K
VXF
Vanguard Extended Market ETF

ETFs
245
+ 1.55%
$193.58 - $213.07 $47.4K - $52.2K
16.1K $3.37M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
11.4K
New
$26.52 - $27.64 $301K - $314K
11.4K $314K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
3.14K
New
$99.12 - $99.52 $311K - $312K
3.14K $312K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
8.34K
New
$35.94 - $38.52 $300K - $321K
8.34K $310K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.74K
New
$159.87 - $247.68 $278K - $430K
1.74K $309K
DFAE
Dimensional ETF Tr

ETFs
9.79K
New
$28.84 - $31.84 $282K - $312K
9.79K $308K
CRSP
Crispr Therapeutics Ag

Healthcare
4.76K
New
$48.51 - $68.14 $231K - $324K
4.76K $308K
MFM
Mfs Municipal Income Trust

Financial Services
56.1K
New
$5.04 - $5.38 $283K - $302K
56.1K $299K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
19.9K
New
$14.94 - $16.82 $297K - $335K
19.9K $297K
BALL
Ball Corp

Consumer Cyclical
5.9K
New
$48.47 - $59.71 $286K - $352K
5.9K $297K
CEG
Constellation Energy Corp

Utilities
596
+ 3.74%
$298.82 - $354.89 $178K - $212K
16.5K $5.44M
F
Ford Motor CO

Consumer Cyclical
20.7K
+ 46.4%
$10.82 - $12.09 $223K - $250K
65.2K $779K
MUST
Columbia ETF Tr I Multi Sector

ETFs
14.4K
New
$19.87 - $20.65 $286K - $297K
14.4K $295K
RDNT
Rad Net, Inc.

Healthcare
957
+ 8.37%
$52.53 - $77.24 $50.3K - $73.9K
12.4K $944K
BBDC
Barings Bdc, Inc.

Financial Services
33.5K
New
$8.76 - $9.9 $294K - $332K
33.5K $293K
REZ
Ishares Tr Residential And Mul

ETFs
3.43K
New
$81.06 - $85.23 $278K - $292K
3.43K $291K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.82K
+ 14.84%
$59.81 - $60.11 $288K - $290K
37.3K $2.24M
HDV
Ishares Core High Dividend ETF

ETFs
2.37K
New
$118.16 - $123.66 $281K - $294K
2.37K $290K
SR
Spire Inc

Utilities
3.57K
New
$72.83 - $81.52 $260K - $291K
3.57K $290K
VT
Vanguard Total World Stk Index

ETFs
1.91K
+ 66.53%
$128.41 - $138.03 $246K - $264K
4.79K $659K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
20.4K
New
$14.1 - $15.94 $287K - $325K
20.4K $290K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
28.7K
New
$9.34 - $10.15 $269K - $292K
28.7K $288K
GILD
Gilead Sciences, Inc.

Healthcare
2.57K
+ 10.35%
$108.22 - $120.47 $278K - $309K
27.4K $3.04M
HII
Huntington Ingalls Industries, Inc.

Industrials
998
New
$246.31 - $287.91 $246K - $287K
998 $287K
TRV
Travelers Companies, Inc.

Financial Services
949
+ 57.76%
$250.62 - $279.43 $238K - $265K
2.59K $723K
PFE
Pfizer Inc

Healthcare
5.09K
+ 4.26%
$23.29 - $25.88 $118K - $132K
125K $3.17M
UAL
United Airlines Holdings, Inc.

Industrials
1.59K
+ 22.23%
$80.05 - $109.36 $127K - $173K
8.72K $841K
PCQ
Pimco California Municipal Income Fund

Financial Services
31.3K
New
$8.19 - $8.8 $256K - $275K
31.3K $272K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
13.6K
New
$18.96 - $20.04 $257K - $272K
13.6K $271K
BSCU
Invesco Exc Self Ind Tr

ETFs
15.8K
New
$16.67 - $17.03 $264K - $270K
15.8K $267K
ACM
Aecom

Industrials
2.04K
New
$111.08 - $132.99 $227K - $272K
2.04K $266K
URTH
Ishares Msci World ETF

ETFs
1.46K
New
$168.96 - $181.71 $246K - $265K
1.46K $264K
PBA
Pembina Pipeline Corp

Energy
354
+ 0.42%
$35.5 - $40.58 $12.6K - $14.4K
84.8K $3.43M
UBS
Ubs Group Ag

Financial Services
6.4K
New
$33.77 - $42.38 $216K - $271K
6.4K $262K
PHM
Pultegroup Inc

Consumer Cyclical
1.99K
New
$108.0 - $141.42 $215K - $281K
1.99K $262K
AIT
Applied Industrial Technologies Inc

Industrials
994
New
$242.14 - $275.72 $241K - $274K
994 $259K
PJUN
Innovator U.S. Equity Power Bu

ETFs
6.27K
New
$39.79 - $41.15 $250K - $258K
6.27K $258K
ITB
Ishares Tr

ETFs
2.41K
New
$94.18 - $117.14 $227K - $283K
2.41K $258K
RGTI
Rigetti Computing, Inc.

Technology
8.57K
New
$11.33 - $32.1 $97.1K - $275K
8.57K $255K
Activity Summary
Buys All Purchases 941 New Holdings 460 Increased Positions 481 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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