Summit Wealth Partners, LLC Closed Holding Positions

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
GLD Spdr Gold Trust ETFs	Q2 2024 Filed on Sep 11, 2024	1,078	$207.82 - $224.56 $224K - $242K
UAPR Innovator U.S. Equity Ultra Bu ETFs	Q2 2023 Filed on Sep 11, 2024	17,952	$24.84 - $26.07 $446K - $468K
FDEC First Tr Ex Tr Fd Viii Ft Cboe ETFs	Q3 2023 Filed on Sep 11, 2024	7,682	$35.06 - $36.74 $269K - $282K
DDEC First Tr Ex Tr Fd Viii Ft Cboe ETFs	Q2 2023 Filed on Sep 11, 2024	14,974	$31.94 - $33.76 $478K - $506K
QMAR First Tr Ex Tr Viii Ft Cboe Ve	Q3 2023 Filed on Sep 11, 2024	17,246	$23.79 - $24.48 $410K - $422K
BUFD First Tr Exc Trd Fd Viii Ft Cb ETFs	Q2 2023 Filed on Sep 11, 2024	17,866	$20.27 - $21.54 $362K - $385K
DNOV First Tr ETF Viii Ft Cboe Vest ETFs	Q2 2023 Filed on Sep 11, 2024	9,064	$34.03 - $36.3 $308K - $329K
VBK Vanguard Small Cap Growth ETF ETFs	Q2 2022 Filed on Sep 11, 2024	1,132	$188.16 - $253.27 $213K - $287K
VOE Vanguard Mid Cap Value Index F ETFs	Q3 2022 Filed on Sep 11, 2024	1,801	$121.77 - $145.8 $219K - $263K
VOT Vanguard Mid Cap Growth Index ETFs	Q2 2022 Filed on Sep 11, 2024	1,271	$167.96 - $227.2 $213K - $289K
GDXJ Vaneck ETF Tr Jr Gold Miners E ETFs	Q2 2022 Filed on Sep 11, 2024	7,798	$32.0 - $51.03 $250K - $398K
SPAB Spdr Portfolio Aggregate Bond ETFs	Q2 2022 Filed on Sep 11, 2024	11,296	$25.67 - $27.71 $290K - $313K
FIBR Ishares U.S. Fixed Income Bala ETFs	Q4 2022 Filed on Sep 11, 2024	4,971	$80.41 - $84.93 $400K - $422K
UJUN Innovator U.S. Equity Ultra Bu ETFs	Q2 2023 Filed on Sep 11, 2024	30,511	$27.18 - $28.59 $829K - $872K
BMAR Innovator U.S. Equity Buffer E ETFs	Q3 2023 Filed on Sep 11, 2024	8,084	$36.21 - $37.74 $293K - $305K
LEMB Ishares Inc Jp Morgan Em Local ETFs	Q2 2023 Filed on Sep 11, 2024	16,231	$35.67 - $37.36 $579K - $606K
ACWX Ishares Msci Acwi Ex Us ETF ETFs	Q2 2024 Filed on Sep 11, 2024	5,252	$51.16 - $55.11 $269K - $289K
IPG Interpublic Group Of Companies, Inc. Communication Services	Q2 2024 Filed on Sep 11, 2024	6,149	$29.09 - $32.5 $179K - $200K
Innovator Etfs Trust	Q2 2024 Filed on Sep 11, 2024	7,373	N/A
IJAN Innovator Etfs Tr Intl Dev Pwr	Q2 2024 Filed on Sep 11, 2024	8,302	N/A
First Tr Exchng Traded Fd Vi	Q2 2024 Filed on Sep 11, 2024	23,840	N/A
DIS Walt Disney CO Communication Services	Q2 2024 Filed on Sep 11, 2024	2,149	$99.29 - $122.82 $213K - $264K
Listed Fd Tr	Q4 2023 Filed on Sep 11, 2024	10,177	N/A
TIP Ishares Tr Tips Bd ETF ETFs	Q4 2023 Filed on Sep 11, 2024	2,267	$102.12 - $107.97 $232K - $245K
VLUE Ishares Msci Usa Value Factor ETFs	Q2 2023 Filed on Sep 11, 2024	2,184	$87.72 - $94.13 $192K - $206K
IBDO Ishares Ibonds Dec 2023 Term C ETFs	Q3 2023 Filed on Sep 11, 2024	12,549	$25.21 - $25.36 $316K - $318K
IBTD Ishares Tr Ibonds Dec 2023 Ter ETFs	Q4 2023 Filed on Sep 11, 2024	12,794	$0.0 - $24.83 $0 - $318K
GNMA Ishares Gnma Bond ETF ETFs	Q2 2023 Filed on Sep 11, 2024	5,070	$43.47 - $44.88 $220K - $228K
MTUM Ishares Msci Usa Momentum Fact ETFs	Q2 2022 Filed on Sep 11, 2024	1,660	$130.25 - $170.4 $216K - $283K
EEM Ishares Msci Emerging Markets ETFs	Q3 2022 Filed on Sep 11, 2024	5,194	$34.88 - $41.05 $181K - $213K
CCJ Cameco Corp Energy	Q2 2022 Filed on Sep 11, 2024	7,674	$20.59 - $31.59 $158K - $242K
D Dominion Energy, Inc Utilities	Q3 2022 Filed on Sep 11, 2024	2,555	$69.11 - $85.65 $177K - $219K
UUUU Energy Fuels Inc Energy	Q2 2022 Filed on Sep 11, 2024	17,432	$4.91 - $10.82 $85.6K - $189K
EMQQ Emqq Emerging Markets Internet ETFs	Q2 2022 Filed on Sep 11, 2024	8,122	$26.34 - $35.77 $214K - $291K
FXH First Tr Exchange Trd Fd Healt ETFs	Q3 2022 Filed on Sep 11, 2024	2,004	$96.46 - $111.41 $193K - $223K
FCG First Tr Exchange Traded Fd ETFs	Q2 2022 Filed on Sep 11, 2024	20,440	$21.75 - $30.82 $445K - $630K
FNOV First Tr ETF Viii Ft Cboe Vest ETFs	Q3 2022 Filed on Sep 11, 2024	5,959	$32.95 - $37.14 $196K - $221K
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	Q4 2023 Filed on Sep 11, 2024	6,164	$46.72 - $48.12 $288K - $297K
EMB Ishares Tr ETFs	Q2 2022 Filed on Sep 11, 2024	6,447	$84.66 - $98.11 $546K - $633K
IOO Ishares Tr Global 100 ETF ETFs	Q2 2022 Filed on Sep 11, 2024	2,878	$62.45 - $77.12 $180K - $222K
TLT Ishares Barclays 20+ Year Trea ETFs	Q4 2022 Filed on Sep 11, 2024	2,980	$92.4 - $109.47 $275K - $326K
IIPR Innovative Industrial Properties Inc Real Estate	Q2 2022 Filed on Sep 11, 2024	2,319	$108.34 - $205.24 $251K - $476K
FIXD First Tr ETF Viii Tcw Opportun ETFs	Q2 2022 Filed on Sep 11, 2024	18,928	$45.24 - $49.52 $856K - $937K
HBAN Huntington Bancshares Inc Financial Services	Q3 2021 Filed on Sep 10, 2024	31,497	$13.23 - $15.8 $417K - $498K
ARKW Ark Next Generation Internet E ETFs	Q4 2021 Filed on Sep 10, 2024	1,703	$117.89 - $161.28 $201K - $275K
ARKG Ark Genomic Revolution ETF (De ETFs	Q4 2021 Filed on Sep 10, 2024	3,385	$58.39 - $78.64 $198K - $266K
ULST Ssga Active ETF Tr Ssga Ultra ETFs	Q2 2020 Filed on Sep 10, 2024	7,215	$39.0 - $40.34 $281K - $291K
SHOP Shopify Inc. Technology	Q3 2020 Filed on Sep 10, 2024	491	$87.08 - $113.43 $42.8K - $55.7K
HYLS First Tr Tactical High Yield L ETFs	Q2 2020 Filed on Sep 10, 2024	6,111	$41.77 - $47.26 $255K - $289K
LDSF First Tr ETF Viii Low Duration ETFs	Q3 2020 Filed on Sep 10, 2024	11,243	$20.29 - $20.51 $228K - $231K

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