Summit Investment Advisory Services, LLC New Holdings in Q3 2024

Summit Investment Advisory Services, LLC

  • $189 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
885K
New
$32.96 - $36.48 $29.2M - $32.3M
885K $32.3B
CGGR
Capital Group Growth ETF Shs C

ETFs
779K
New
$30.71 - $34.79 $23.9M - $27.1M
779K $27.1B
DGRO
Ishares Core Dividend Growth E

ETFs
374K
New
$57.47 - $62.76 $21.5M - $23.5M
374K $23.4B
CGUS
Capital Group Core Equity ETF
603K
New
$31.19 - $34.33 $18.8M - $20.7M
603K $20.7B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
216K
New
$41.02 - $46.01 $8.84M - $9.92M
216K $9.81B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
129K
New
$63.28 - $70.06 $8.19M - $9.07M
129K $9.07B
IVW
Ishares S&P 500 Growth ETF

ETFs
74.1K
New
$84.77 - $97.13 $6.28M - $7.2M
74.1K $7.1B
ITOT
Ishares Core S&P Total U.S. St

ETFs
28K
New
$113.41 - $125.62 $3.17M - $3.51M
28K $3.51B
IVE
Ishares S&P 500 Value ETF

ETFs
17.8K
New
$181.06 - $197.17 $3.21M - $3.5M
17.8K $3.5B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
43.4K
New
$57.32 - $62.65 $2.49M - $2.72M
43.4K $2.71B
VUG
Vanguard Growth ETF

ETFs
6.15K
New
$341.08 - $391.94 $2.1M - $2.41M
6.15K $2.36B
Franklin Templeton ETF Tr
74.9K
New
N/A
74.9K $2.04B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
55.2K
New
$32.65 - $36.69 $1.8M - $2.03M
55.2K $2.01B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
21.8K
New
$75.88 - $83.21 $1.65M - $1.81M
21.8K $1.81B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
24.9K
New
$60.25 - $66.85 $1.5M - $1.66M
24.9K $1.64B
SPMD
Spdr Portfolio

ETFs
29.9K
New
$50.29 - $54.92 $1.5M - $1.64M
29.9K $1.64B
VB
Vanguard Small Cap ETF

ETFs
6.73K
New
$214.77 - $237.72 $1.45M - $1.6M
6.73K $1.6B
VTV
Vanguard Value ETF

ETFs
8.41K
New
$159.75 - $174.57 $1.34M - $1.47M
8.41K $1.47B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.7K
New
$105.53 - $118.34 $1.13M - $1.27M
10.7K $1.25B
HDV
Ishares Core High Dividend ETF

ETFs
8.65K
New
$107.62 - $118.76 $931K - $1.03M
8.65K $1.02B
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
36K
New
$22.96 - $24.67 $827K - $889K
36K $890M
HEFA
Ishares Currency Hedged Msci E

ETFs
24.4K
New
$32.34 - $35.85 $788K - $874K
24.4K $863M
IVV
Ishares Core S&P 500 ETF

ETFs
1.47K
New
$520.18 - $576.82 $764K - $847K
1.47K $848M
MINO
Pimco ETF Tr Municipal Income

ETFs
17.1K
New
$45.07 - $46.16 $771K - $790K
17.1K $790M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.44K
New
$285.48 - $330.24 $697K - $807K
2.44K $786M
VO
Vanguard Mid Cap ETF

ETFs
2.95K
New
$237.84 - $263.83 $702K - $779K
2.95K $779M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
45.4K
New
$13.24 - $14.64 $601K - $664K
45.4K $665M
KOMP
Spdr S&P Kensho New Economies

ETFs
13.2K
New
$44.44 - $50.42 $585K - $664K
13.2K $649M
VIG
Vanguard Dividend Appreciation

ETFs
3.19K
New
$182.15 - $182.15 $581K - $581K
3.19K $632M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.86K
New
$60.84 - $67.51 $539K - $598K
8.86K $598M
BOND
Pimco Active Bond Exchange Tra

ETFs
5.96K
New
$90.01 - $95.32 $537K - $568K
5.96K $564M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
10.3K
New
$39.47 - $49.4 $407K - $509K
10.3K $490M
IWM
Ishares Russell 2000 ETF

ETFs
2.12K
New
$200.87 - $224.6 $426K - $476K
2.12K $468M
MGC
Vanguard Mega Cap ETF

ETFs
2.18K
New
$185.93 - $206.64 $406K - $451K
2.18K $451M
ARKG
Ark Genomic Revolution ETF (De

ETFs
16.3K
New
$22.89 - $27.41 $373K - $446K
16.3K $417M
CGXU
Capital Group Intl Focus Equit

ETFs
14.7K
New
$24.27 - $27.46 $357K - $404K
14.7K $397M
VUSE
ETF Ser Solutions

ETFs
6.58K
New
$51.81 - $57.32 $341K - $377K
6.58K $377M
MDT
Medtronic PLC

Healthcare
3.87K
New
$76.84 - $91.03 $297K - $352K
3.87K $348M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.04K
New
$61.11 - $67.85 $308K - $342K
5.04K $342M
DUSA
Davis Fundamental ETF Tr

ETFs
7.98K
New
$37.9 - $42.15 $303K - $336K
7.98K $333M
PEG
Public Service Enterprise Group Inc

Utilities
3.7K
New
$73.58 - $89.21 $272K - $330K
3.7K $330M
FVD
First Tr Value Line Divid Inde

ETFs
7.24K
New
$40.45 - $45.49 $293K - $329K
7.24K $329M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.96K
New
$44.66 - $49.15 $311K - $342K
6.96K $328M
IXUS
Ishares Tr

ETFs
4.03K
New
$64.9 - $73.35 $261K - $295K
4.03K $292M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.58K
New
$162.64 - $179.3 $256K - $283K
1.58K $283M
FTCS
First Trust Capital Strength E

ETFs
2.91K
New
$83.58 - $90.94 $244K - $265K
2.91K $265M
VIDI
Vident Intl Equity Fd

ETFs
9.4K
New
$23.67 - $27.18 $223K - $256K
9.4K $254M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
526
New
$405.19 - $478.57 $213K - $252K
526 $242M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.95K
New
$71.9 - $79.86 $212K - $235K
2.95K $234M
Activity Summary
Buys All Purchases 64 New Holdings 60 Increased Positions 4 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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