Summit Financial, LLC New Holdings in Q2 2025

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
118K
New
$65.42 - $80.7 $7.72M - $9.52M
118K $9.52M
FXO
First Tr Exchange Traded Fd Fi

ETFs
163K
New
$45.9 - $56.06 $7.47M - $9.13M
163K $9.13M
MGF
Mfs Government Markets Income Trust

Financial Services
1.78M
New
$3.04 - $3.17 $5.41M - $5.64M
1.78M $5.55M
SRLN
Ssga Active Trust

ETFs
63.2K
New
$39.47 - $41.59 $2.5M - $2.63M
63.2K $2.63M
IDEV
Ishares Core Msci Intl Develop

ETFs
32.4K
New
$61.79 - $76.67 $2M - $2.48M
32.4K $2.46M
DX
Dynex Capital Inc

Real Estate
179K
New
$11.13 - $12.99 $1.99M - $2.33M
179K $2.19M
AVXL
Anavex Life Sciences Corp.

Healthcare
223K
New
$7.37 - $9.63 $1.64M - $2.15M
223K $2.06M
AGNC
Agnc Investment Corp.

Real Estate
212K
New
$8.12 - $9.49 $1.73M - $2.02M
212K $1.95M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
12.4K
New
$113.67 - $150.4 $1.41M - $1.87M
12.4K $1.87M
ROBO
Robo Global Robotics And Autom

ETFs
30.6K
New
$43.89 - $59.78 $1.34M - $1.83M
30.6K $1.83M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
33.5K
New
$49.57 - $50.27 $1.66M - $1.68M
33.5K $1.68M
CXE
Mfs High Income Municipal Trust

Financial Services
457K
New
$3.41 - $3.71 $1.56M - $1.69M
457K $1.63M
ON
On Semiconductor Corp

Technology
30.9K
New
$31.95 - $54.21 $986K - $1.67M
30.9K $1.62M
BOTZ
Global X Fds

ETFs
47.8K
New
$24.51 - $32.65 $1.17M - $1.56M
47.8K $1.56M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
35.9K
New
$35.86 - $43.98 $1.29M - $1.58M
35.9K $1.52M
FSK
Fs Kkr Capital Corp

Financial Services
60.3K
New
$17.95 - $21.5 $1.08M - $1.3M
60.3K $1.25M
APP
App Lovin Corp

Technology
3.47K
New
$219.37 - $417.89 $762K - $1.45M
3.47K $1.22M
PSI
Invesco Exchange Traded Fd Tr

ETFs
19.7K
New
$39.29 - $60.31 $772K - $1.19M
19.7K $1.18M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
18.9K
New
$51.81 - $61.79 $978K - $1.17M
18.9K $1.17M
PKW
Invesco Exchange Traded Fd Tr

ETFs
8.62K
New
$98.58 - $123.6 $850K - $1.07M
8.62K $1.07M
STX
Seagate Technology Holdings PLC

Technology
7.23K
New
$66.54 - $144.33 $481K - $1.04M
7.23K $1.04M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
51.1K
New
$12.25 - $15.47 $626K - $790K
51.1K $790K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
9.13K
New
$70.7 - $82.14 $645K - $750K
9.13K $749K
HTGC
Hercules Capital, Inc.

Financial Services
40.8K
New
$16.24 - $19.1 $663K - $780K
40.8K $746K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
64.7K
New
$10.82 - $11.98 $700K - $775K
64.7K $728K
IGM
Ishares Expanded Tech Sector E

ETFs
6.45K
New
$79.8 - $112.34 $514K - $724K
6.45K $724K
ILF
Ishares Latin America 40 ETF

ETFs
27.1K
New
$21.35 - $26.21 $579K - $711K
27.1K $711K
THW
Tekla World Healthcare Fund

Financial Services
62.8K
New
$10.05 - $11.31 $631K - $710K
62.8K $644K
IXN
Ishares Global Information Tec

ETFs
6.67K
New
$65.81 - $92.34 $439K - $616K
6.67K $615K
CAG
Conagra Brands Inc.

Consumer Defensive
29.5K
New
$20.4 - $26.78 $602K - $790K
29.5K $603K
DOCU
Docusign, Inc.

Technology
7.7K
New
$70.35 - $93.84 $542K - $723K
7.7K $600K
FCG
First Tr Exchange Traded Fd

ETFs
25.7K
New
$19.37 - $25.23 $497K - $648K
25.7K $593K
TPL
Texas Pacific Land Corp

Energy
560
New
$1036.28 - $1430.55 $580K - $801K
560 $591K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
41.9K
New
$11.53 - $13.87 $483K - $582K
41.9K $581K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
23.7K
New
$18.53 - $24.21 $440K - $574K
23.7K $574K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
57.1K
New
$7.19 - $8.75 $411K - $500K
57.1K $499K
MTB
M&T Bank Corp

Financial Services
2.48K
New
$156.58 - $193.99 $388K - $480K
2.48K $480K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15.8K
New
$24.38 - $30.18 $386K - $478K
15.8K $477K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
18.7K
New
$20.31 - $24.1 $381K - $452K
18.7K $451K
BAX
Baxter International Inc

Healthcare
14.8K
New
$27.8 - $34.02 $411K - $503K
14.8K $448K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
15.9K
New
$22.63 - $26.95 $360K - $429K
15.9K $429K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.54K
New
$144.63 - $179.53 $367K - $455K
2.54K $417K
CSQ
Calamos Strategic Total Return Fund

Financial Services
22.8K
New
$13.86 - $18.24 $316K - $416K
22.8K $416K
SOXL
Direxion Daily Semiconductor B

ETFs
16.3K
New
$8.25 - $25.2 $134K - $410K
16.3K $408K
PIO
Invesco Exchange Traded Fd Tr

ETFs
8.96K
New
$35.79 - $44.67 $321K - $400K
8.96K $400K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.92K
New
$106.81 - $136.49 $312K - $399K
2.92K $398K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.96K
New
$63.36 - $80.23 $314K - $398K
4.96K $397K
JBL
Jabil Inc

Technology
1.79K
New
$116.88 - $218.1 $209K - $389K
1.79K $389K
DHS
Wisdomtree Tr U.S

ETFs
4.02K
New
$87.71 - $98.37 $352K - $395K
4.02K $385K
Activity Summary
Buys All Purchases 555 New Holdings 132 Increased Positions 423 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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