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Macquarie Etf Trust shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Macquarie Etf Trust (LRGG) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Macquarie Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Macquarie Etf Trust 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 Macquarie Etf Trust by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $342k 11k 30.09
2025-03-31 $220k 8.4k 26.13

More positions owned by Summit Financial Wealth Advisors

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

View all positions for Summit Financial Wealth Advisors

Top funds holding Macquarie Etf Trust

LPL Financial
Macquarie Group
Hallmark Capital Management
VestGen Advisors
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Prosperity Wealth Management
Horizon Wealth Management
Susquehanna International
Private Advisor
Jane Street
Proactive Wealth Strategies
Summit Financial Wealth Advisors
Benjamin Edwards
Mariner Wealth Advisors

View all funds holding Macquarie Etf Trust