Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
18.9K
New
$22.68 - $23.2 $428K - $437K
18.9K $435K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
9.38K
New
$43.65 - $46.42 $409K - $435K
9.38K $435K
TECL
Direxion Daily Technology Bull

ETFs
3.46K
New
$91.12 - $125.66 $315K - $435K
3.46K $430K
FDN
First Tr Fd Dow Jones

ETFs
63
+ 0.16%
$264.06 - $287.34 $16.6K - $18.1K
39.3K $11M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.51K
+ 4.43%
$39.8 - $42.86 $179K - $193K
106K $4.54M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
10.9K
New
$37.4 - $39.31 $407K - $427K
10.9K $427K
UVSP
Univest Financial Corp

Financial Services
14.2K
New
$28.12 - $32.7 $399K - $464K
14.2K $426K
ROUS
Hartford Multifactor Us Equity

ETFs
7.41K
New
$53.3 - $57.49 $395K - $426K
7.41K $425K
DUHP
Dimensional ETF Tr Dimensional

ETFs
11.3K
New
$35.76 - $37.93 $403K - $428K
11.3K $425K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
6.9K
New
$56.19 - $62.9 $388K - $434K
6.9K $424K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.67K
+ 62.2%
$42.75 - $43.37 $414K - $420K
25.2K $1.09M
IYW
Ishares Dj Us Tech ETF

ETFs
899
+ 8.33%
$171.38 - $197.01 $154K - $177K
11.7K $2.29M
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
13.2K
New
$28.9 - $32.4 $382K - $428K
13.2K $414K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.89K
+ 6.28%
$70.77 - $73.59 $275K - $286K
65.9K $4.83M
BGR
Black Rock Energy & Resources Trust

Financial Services
29.7K
+ 180.32%
$13.14 - $13.64 $391K - $406K
46.2K $627K
NEM
Newmont Corp

Basic Materials
1.71K
+ 16.99%
$57.35 - $85.25 $98.2K - $146K
11.8K $993K
MP
Mp Materials Corp.

Basic Materials
5.91K
New
$30.03 - $77.13 $177K - $456K
5.91K $396K
DX
Dynex Capital Inc

Real Estate
31.1K
+ 17.35%
$11.85 - $12.93 $368K - $402K
210K $2.58M
IEMG
Ishares Inc

ETFs
7.31K
+ 2.89%
N/A
260K $14M
ASTL
Algoma Steel Group Inc.

Basic Materials
110K
New
$3.56 - $7.11 $393K - $784K
110K $392K
ARES
Ares Management Corp

Financial Services
2.46K
New
$159.89 - $192.76 $393K - $473K
2.46K $392K
LLY
Eli Lilly & CO

Healthcare
815
+ 5.8%
$625.65 - $812.69 $510K - $662K
14.9K $11.4M
FTC
First Tr Lge Cap Growth

ETFs
2.43K
New
$149.47 - $162.84 $362K - $395K
2.43K $389K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
25.9K
New
$14.8 - $15.15 $384K - $393K
25.9K $388K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
8.97K
New
$40.51 - $44.74 $364K - $401K
8.97K $386K
SCHW
Schwab Charles Corp

Financial Services
2.46K
+ 6.91%
$91.03 - $98.69 $224K - $242K
38K $3.63M
VOX
Vanguard Communication Service

ETFs
525
+ 3.07%
$169.0 - $192.17 $88.7K - $101K
17.6K $3.31M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
43.1K
New
$8.65 - $9.01 $373K - $388K
43.1K $382K
ETN
Eaton Corp PLC

Industrials
656
+ 8.36%
$342.99 - $392.76 $225K - $258K
8.5K $3.18M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
5.05K
New
$68.95 - $75.02 $348K - $379K
5.05K $378K
EW
Edwards Lifesciences Corp

Healthcare
4.87K
+ 130.63%
$73.75 - $81.83 $359K - $398K
8.59K $668K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.2K
+ 9.66%
$148.97 - $165.88 $178K - $199K
13.6K $2.24M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.46K
New
$63.41 - $69.69 $346K - $380K
5.46K $373K
XLI
Industrial Sector Spdr

ETFs
1.34K
+ 5.43%
$147.94 - $154.99 $198K - $208K
26K $4.01M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
10.7K
New
$33.07 - $34.84 $353K - $372K
10.7K $372K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.96K
+ 2.76%
$101.12 - $106.18 $198K - $208K
72.7K $7.49M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.03K
+ 4.11%
$25.29 - $28.33 $102K - $114K
102K $2.84M
GIL
Gildan Activewear Inc.

Consumer Cyclical
4.77K
+ 44.47%
$49.08 - $57.8 $234K - $276K
15.5K $895K
CSX
Csx Corp

Industrials
7.49K
+ 21.41%
$32.05 - $36.52 $240K - $273K
42.5K $1.51M
NET
Cloudflare, Inc.

Technology
1.53K
+ 84.46%
$181.39 - $228.28 $278K - $350K
3.35K $718K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.81K
New
$118.33 - $128.54 $332K - $361K
2.81K $360K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
13.1K
New
$26.51 - $27.85 $346K - $364K
13.1K $359K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.3K
+ 27.21%
$100.4 - $119.58 $231K - $275K
10.8K $1.19M
KWEB
Kraneshares Tr Csi China Inter

ETFs
1.51K
+ 3.91%
$33.63 - $42.59 $50.6K - $64.1K
40K $1.68M
ZWS
Zurn Water Solutions Corp

Industrials
7.61K
New
$36.48 - $47.94 $278K - $365K
7.61K $357K
REIT
Alps ETF Tr

ETFs
13.3K
New
$25.69 - $27.19 $342K - $362K
13.3K $356K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
11.6K
New
$28.32 - $30.69 $329K - $356K
11.6K $353K
XLC
Select Sector Spdr Tr Communic

ETFs
749
+ 2.8%
$105.99 - $119.41 $79.4K - $89.4K
27.5K $3.25M
AVES
American Centy ETF Tr Avantis

ETFs
6.01K
New
$53.51 - $57.96 $322K - $348K
6.01K $344K
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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