Summit Financial »

Shp Etf Trust shares owned by Summit Financial

Quarter-by-quarter ownership of Shp Etf Trust (CSHI) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Shp Etf Trust by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0M 140k 49.72

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Shp Etf Trust

Richard P Slaughter Associates
Gradient Investments
Atticus Wealth Management
Commonwealth Equity Services
LPL Financial
Retirement Planning Group
Gainplan
Grantvest Financial Group
Stratos Wealth Partners
Atomi Financial Group
Integrated Wealth Concepts
Summit Financial
Mml Investors Services
Able Wealth Management
MADDEN SECURITIES Corp

View all funds holding Shp Etf Trust