Summit Financial Wealth Advisors, LLC Closed Holding Positions

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Jul 26, 2022
4,295
$36.58 - $70.5 $157K - $303K
BLK
Black Rock Inc.

Financial Services
Q2 2022 Filed on Jul 26, 2022
330
$582.26 - $782.23 $192K - $258K
PRU
Prudential Financial Inc

Financial Services
Q2 2022 Filed on Jul 26, 2022
1,691
$91.33 - $121.06 $154K - $205K
PARA
Paramount Global

Communication Services
Q2 2022 Filed on Jul 26, 2022
10,083
$39.36 - $55.39 $397K - $558K
FDD
First Trust Stoxx European Sel

ETFs
Q2 2022 Filed on Jul 26, 2022
569,710
$10.87 - $13.4 $6.19M - $7.63M
CRM
Salesforce, Inc.

Technology
Q2 2022 Filed on Jul 26, 2022
1,085
$155.6 - $218.85 $169K - $237K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2022 Filed on Jul 26, 2022
5,970
$28.97 - $44.73 $173K - $267K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q2 2022 Filed on Jul 26, 2022
12,014
$7.58 - $15.53 $91.1K - $187K
BFST
Business First Bancshares, Inc.

Financial Services
Q2 2022 Filed on Jul 26, 2022
8,334
$20.34 - $23.95 $170K - $200K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q1 2022 Filed on May 06, 2022
2,100
$100.7 - $108.94 $211K - $229K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2022 Filed on May 06, 2022
4,486
$41.74 - $45.45 $187K - $204K
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2022 Filed on May 06, 2022
6,015
$49.47 - $50.82 $298K - $306K
Ion Geophysical Corp
Q1 2022 Filed on May 06, 2022
19,800
N/A
HYG
Ishares Tr

ETFs
Q1 2022 Filed on May 06, 2022
2,999
$79.97 - $86.97 $240K - $261K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
818
$202.19 - $259.81 $165K - $213K
TCHP
T Rowe Price Exchange Traded F

Technology
Q1 2022 Filed on May 06, 2022
7,055
$25.49 - $33.36 $180K - $235K
FNDA
Schwab Fundamental U S Small C

ETFs
Q1 2022 Filed on May 06, 2022
3,957
$50.55 - $56.5 $200K - $224K
SQ
Block, Inc.

Technology
Q1 2022 Filed on May 06, 2022
1,280
$88.72 - $164.03 $114K - $210K
C
Citigroup Inc

Financial Services
Q4 2021 Filed on Jan 12, 2022
3,900
$58.28 - $72.53 $227K - $283K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2021 Filed on Nov 05, 2021
4,300
$49.35 - $54.02 $212K - $232K
ATO
Atmos Energy Corp

Utilities
Q2 2021 Filed on Aug 09, 2021
2,200
$96.11 - $104.59 $211K - $230K
Glu Mobile Inc
Q2 2021 Filed on Aug 09, 2021
10,000
N/A
WEC
Wec Energy Group, Inc.

Utilities
Q2 2021 Filed on Aug 09, 2021
2,461
$88.95 - $99.26 $219K - $244K
TEI
Templeton Emerging Markets Income Fund

Financial Services
Q4 2020 Filed on Jan 11, 2021
10,950
$7.22 - $8.0 $79.1K - $87.6K
Royal Dutch Shell PLC
Q4 2020 Filed on Jan 11, 2021
11,770
N/A
Actinium Pharmaceuticals Inc
Q3 2020 Filed on Nov 09, 2020
14,000
N/A
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2020 Filed on Nov 09, 2020
5,343
$40.45 - $44.44 $216K - $237K
GSK
Gsk PLC

Healthcare
Q3 2020 Filed on Nov 09, 2020
5,340
$38.11 - $42.99 $204K - $230K
Denbury Res Inc
Q3 2020 Filed on Nov 09, 2020
11,500
N/A
Iberiabank Corp
Q3 2020 Filed on Nov 09, 2020
9,887
N/A
Ishares Gold Trust
Q2 2020 Filed on Jul 16, 2020
71,117
N/A
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2020 Filed on Jul 16, 2020
4,252
$51.94 - $64.01 $221K - $272K
Alps ETF Tr
Q2 2020 Filed on Jul 16, 2020
30,430
N/A
CDC
Victory Portfolios Ii Shs Inco

ETFs
Q2 2020 Filed on Jul 16, 2020
39,619
$40.86 - $51.05 $1.62M - $2.02M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q2 2020 Filed on Jul 16, 2020
10,300
$19.61 - $21.9 $202K - $226K
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Jul 16, 2020
4,367
$88.04 - $119.61 $384K - $522K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
Q2 2020 Filed on Jul 16, 2020
3,762
$58.23 - $80.52 $219K - $303K
United Technologies Corp
Q2 2020 Filed on Jul 16, 2020
4,575
N/A
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q1 2020 Filed on Apr 29, 2020
6,437
$69.28 - $105.06 $446K - $676K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on Apr 29, 2020
4,548
$20.14 - $55.75 $91.6K - $254K
OXY
Occidental Petroleum Corp

Energy
Q1 2020 Filed on Apr 29, 2020
9,393
$9.69 - $47.26 $91K - $444K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q1 2020 Filed on Apr 29, 2020
11,103
$43.92 - $49.69 $488K - $552K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
Q1 2020 Filed on Apr 29, 2020
26,480
$45.18 - $54.25 $1.2M - $1.44M
HDV
Ishares Core High Dividend ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
21,856
$61.93 - $98.29 $1.35M - $2.15M
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q1 2020 Filed on Apr 29, 2020
48,404
$34.9 - $93.86 $1.69M - $4.54M
RING
Ishares Inc Msci Global Gold M

ETFs
Q1 2020 Filed on Apr 29, 2020
41,891
$16.8 - $25.95 $704K - $1.09M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
Q4 2019 Filed on Jan 28, 2020
12,106
$12.45 - $13.49 $151K - $163K
DE
Deere & CO

Industrials
Q4 2019 Filed on Jan 28, 2020
1,314
$163.25 - $179.8 $215K - $236K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q4 2019 Filed on Jan 28, 2020
19,445
$115.87 - $125.91 $2.25M - $2.45M
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email