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2023 Etf Series Trust shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of 2023 Etf Series Trust (BINV) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in 2023 Etf Series Trust

Tip: Access up to 7 years of quarterly data

All positions including 2023 Etf Series Trust held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in 2023 Etf Series Trust by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-09-30 $6.3M 147k 43.08

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Qim Us Large Cap (SEIM)
Sei Exchange Traded Funds Qim Us Large Val (SEIV)
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)
Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)
Sei Exchange Traded Funds Sele Smal Ca Etf (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Summit Wealth Group Llc / Co

Top funds holding 2023 Etf Series Trust

Hantz Financial Services
Benjamin Edwards
Advisor Group Holdings
Branch Banking & Trust Company
Nvest Wealth Strategies
Scotia Capital
Security National Bank
Envestnet Asset Management
Stifel Financial
Wall Street Access Asset Management
Balance Wealth
Nuveen
Jane Street
Evolve Private Wealth
Summit Wealth Group Llc / Co

View all funds holding 2023 Etf Series Trust