Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPSB
Spdr Portfolio Short Term Corp

ETFs
251K
New
$30.02 - $30.29 $7.54M - $7.61M
251K $7.61M
COIN
Coinbase Global, Inc.

Technology
22.5K
New
$297.99 - $419.78 $6.69M - $9.43M
22.5K $7.58M
GS
Goldman Sachs Group Inc

Financial Services
8.66K
+ 118.16%
$696.56 - $806.32 $6.03M - $6.98M
16K $12.7M
CIL
Victory Portfolios Ii Shs Intl

ETFs
145K
New
$49.54 - $52.16 $7.17M - $7.54M
145K $7.46M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
92K
New
$72.65 - $78.68 $6.68M - $7.24M
92K $7.21M
IEFA
Ishares Tr

ETFs
61.6K
+ 13.54%
$81.7 - $87.53 $5.03M - $5.39M
516K $45.1M
VOOV
Vanguard S&P 500 Value ETF

ETFs
34.5K
New
$187.97 - $199.47 $6.49M - $6.88M
34.5K $6.88M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
134K
New
$50.81 - $51.07 $6.82M - $6.85M
134K $6.85M
AVGO
Broadcom Inc.

Technology
3.44K
+ 3.33%
$264.74 - $369.57 $910K - $1.27M
107K $35.2M
VGLT
Vanguard Long Term Treasury Et

ETFs
113K
New
$54.21 - $57.41 $6.12M - $6.48M
113K $6.42M
AMD
Advanced Micro Devices Inc

Technology
32.7K
+ 74.38%
$134.8 - $184.42 $4.4M - $6.03M
76.6K $12.4M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
103K
New
$54.9 - $59.81 $5.67M - $6.17M
103K $6.15M
IWR
Ishares Russell Mid Cap ETF

ETFs
63.4K
+ 1364.87%
$92.26 - $97.51 $5.85M - $6.18M
68K $6.57M
RTX
Raytheon Technologies Corp

Industrials
36.2K
New
$144.19 - $167.33 $5.22M - $6.06M
36.2K $6.06M
CHK
Chesapeake Energy Corp

Energy
69.2K
New
N/A
69.2K $5.93M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
115K
New
$50.53 - $50.82 $5.83M - $5.86M
115K $5.86M
FTGC
First Trust Global Tactical CO

ETFs
220K
New
$24.67 - $26.32 $5.42M - $5.78M
220K $5.69M
IQLT
Ishares Msci Intl Quality Fact

ETFs
125K
New
$41.43 - $44.2 $5.17M - $5.52M
125K $5.52M
IJS
Ishares S&P Smallcap 600 Value

ETFs
47K
+ 220.93%
$98.99 - $112.2 $4.65M - $5.27M
68.2K $7.55M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
216K
New
$24.65 - $24.98 $5.33M - $5.4M
216K $5.4M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
41.1K
+ 579.31%
$122.57 - $132.57 $5.04M - $5.45M
48.2K $6.25M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
51.1K
+ 85.77%
$50.79 - $76.4 $2.59M - $3.9M
111K $8.45M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
92.9K
New
$55.15 - $58.11 $5.12M - $5.4M
92.9K $5.34M
UITB
Usaa ETF Tr Core Intermediate

ETFs
112K
New
$46.38 - $47.74 $5.21M - $5.36M
112K $5.34M
VONV
Vanguard Russell 1000 Value Et

ETFs
59.6K
New
$84.55 - $89.54 $5.04M - $5.34M
59.6K $5.33M
RBLX
Roblox Corp

Communication Services
37.9K
New
$100.65 - $141.56 $3.81M - $5.36M
37.9K $5.25M
LUMN
Lumen Technologies, Inc.

Communication Services
851K
New
$3.7 - $6.22 $3.15M - $5.29M
851K $5.21M
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
318K
New
$15.13 - $16.64 $4.81M - $5.29M
318K $5.07M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
214K
New
$23.46 - $23.77 $5.03M - $5.09M
214K $5.07M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
216K
New
$23.12 - $23.59 $5M - $5.1M
216K $5.07M
PSLV
Sprott Physical Silver Trust

Financial Services
187K
+ 30.78%
$12.24 - $15.73 $2.28M - $2.94M
793K $12.5M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
212K
New
$23.48 - $23.7 $4.98M - $5.02M
212K $5.01M
FMB
First Tr Exchange Traded Fd Ii

ETFs
98K
New
$49.32 - $50.93 $4.83M - $4.99M
98K $4.97M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
46.8K
+ 19.4%
$97.75 - $100.75 $4.57M - $4.71M
288K $28.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
56.3K
+ 14.68%
$62.09 - $66.51 $3.5M - $3.75M
440K $28.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
91K
New
$50.52 - $50.75 $4.59M - $4.62M
91K $4.62M
VB
Vanguard Small Cap ETF

ETFs
12.3K
+ 14.47%
$237.58 - $259.17 $2.92M - $3.18M
97.1K $24.7M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
269K
New
$16.46 - $17.1 $4.42M - $4.59M
269K $4.57M
SHOP
Shopify Inc.

Technology
30.4K
New
$112.11 - $157.12 $3.41M - $4.78M
30.4K $4.52M
HSUN
Hartford Fds Exchange Traded T

ETFs
130K
New
N/A
130K $4.45M
ORCL
Oracle Corp

Technology
5.42K
+ 11.61%
$218.96 - $328.33 $1.19M - $1.78M
52.1K $14.6M
VEA
Vanguard Ftse Developed Market

ETFs
42.4K
+ 6.53%
$56.02 - $60.3 $2.38M - $2.56M
693K $41.5M
PPTY
ETF Ser Solutions

ETFs
142K
New
$29.23 - $31.45 $4.15M - $4.46M
142K $4.39M
USTB
Victory Portfolios Ii Victorys

ETFs
85K
New
$50.54 - $51.1 $4.3M - $4.34M
85K $4.33M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
219K
New
$19.61 - $19.79 $4.3M - $4.33M
219K $4.32M
RWAY
Runway Growth Finance Corp.

Financial Services
422K
New
$10.16 - $11.31 $4.29M - $4.78M
422K $4.29M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
112K
New
$32.29 - $38.12 $3.62M - $4.28M
112K $4.28M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
67.8K
New
$59.61 - $63.09 $4.04M - $4.28M
67.8K $4.26M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
41.9K
New
$100.37 - $100.74 $4.2M - $4.22M
41.9K $4.22M
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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