Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
350K
New
N/A
350K $0
Ishares Ethereum Tr
126K
New
N/A
126K $0
SWAN
Amplify ETF Tr Blackswan Growt
71.1K
New
N/A
71.1K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.2%
N/A
3K $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
8K
New
N/A
8K $0
Zacks Trust
7.42K
New
N/A
7.42K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
51.8K
New
N/A
51.8K $0
SFLR
Innovator Etfs Tr Equity Manag
18K
New
N/A
18K $0
Invesco Actively Managed Exc
9.44K
New
N/A
9.44K $0
ETF Opportunities Trust
323K
New
N/A
323K $0
First Tr Exchange Traded Fd
129K
New
N/A
129K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
5.55K
New
N/A
5.55K $0
Vaneck Ethereum Tr
8.17K
New
N/A
8.17K $0
Vaneck ETF Trust
7.85K
New
N/A
7.85K $0
Vaneck ETF Trust
480K
New
N/A
480K $0
Capital Grp Fixed Incm ETF T
15K
New
N/A
15K $0
CGMU
Capital Group Core Plus Income
37K
New
N/A
37K $0
Vaneck Bitcoin ETF
19.5K
New
N/A
19.5K $0
ILCG
Ishares Morningstar Growth ETF
9.17K
New
N/A
9.17K $0
Bny Mellon ETF Trust
5.43K
New
N/A
5.43K $0
Ishares Tr
522K
New
N/A
522K $0
Tortoise Capital Series Trus
12.9K
New
N/A
12.9K $0
Ishares Tr
1.85M
New
N/A
1.85M $0
Blackrock Inc
167
+ 3.29%
N/A
5.24K $0
Ishares Tr
129K
New
N/A
129K $0
Blackrock ETF Trust Ii
389K
New
N/A
389K $0
Calcimedica Inc
25.1K
New
N/A
25.1K $0
Valued Advisers Tr
12.1K
New
N/A
12.1K $0
CGSD
Capital Grp Core Plus Income E
53.7K
New
N/A
53.7K $0
CGMS
Capital Grp Core Plus Income E
277K
New
N/A
277K $0
Capital Group International
95.8K
New
N/A
95.8K $0
Capital Group Dividend Growe
25K
New
N/A
25K $0
CRH.L
Crh PLC

Basic Materials
495
+ 2.53%
N/A
20.1K $0
Capital Group Core Balanced
30.6K
New
N/A
30.6K $0
Canadian Pacific Kansas City
1.03K
+ 14.47%
N/A
8.17K $0
GVAL
Cambria Global Value ETF
106K
New
N/A
106K $0
Ishares Tr
152K
New
N/A
152K $0
Vanguard Malvern Fds
224K
New
N/A
224K $0
Dimensional ETF Trust
7.99K
New
N/A
7.99K $0
FTGS
First Tr Exchange Traded Fd Gr
16.3K
New
N/A
16.3K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
188K
New
N/A
188K $0
First Tr Exchng Traded Fd Vi
220K
New
N/A
220K $0
Ea Series Trust
194K
New
N/A
194K $0
Exchange Traded Concepts Tru
10.9K
New
N/A
10.9K $0
Flutter Entmt PLC
1.28K
New
N/A
1.28K $0
Motorsport Games Inc
15.4K
New
N/A
15.4K $0
STXK
Ea Ser Tr Strive 2000 ETF
114K
New
N/A
114K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
2.41K
New
N/A
2.41K $0
Wisdomtree Tr
35.3K
New
N/A
35.3K $0
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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