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Alps Etf Tr equal sec etf shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Alps Etf Tr equal sec etf (EQL) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Alps Etf Tr equal sec etf

Tip: Access up to 7 years of quarterly data

All positions including Alps Etf Tr equal sec etf held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alps Etf Tr equal sec etf by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 68k 46.38

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPBO)
Pimco Etf Tr Ultra Short Govt (BILZ)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Raytheon Technologies Corp (RTX)
Ishares Tr Core S&p Scp Etf (IJR)
Cummins (CMI)
3M Company (MMM)
Valero Energy Corporation (VLO)

View all positions for Summit Financial Wealth Advisors

Top funds holding Alps Etf Tr equal sec etf

Raymond James Financial
Ameriprise Financial
LPL Financial
Cetera Investment Advisers
Wells Fargo & Company
CWM
UBS Group
Commonwealth Equity Services
Summit Financial Wealth Advisors
Advisor Group Holdings
Stratos Wealth Partners
Royal Bank of Canada
Gateway Wealth Partners
Northwestern Mutual Wealth Management Company
Smith, Moore & Co.

View all funds holding Alps Etf Tr equal sec etf