Summit Financial »

Powershares Dwa Technical Leaders Portfolio dwa momentum shares owned by Summit Financial

Quarter-by-quarter ownership of Powershares Dwa Technical Leaders Portfolio dwa momentum (PDP) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Powershares Dwa Technical Leaders Portfolio dwa momentum

Tip: Access up to 7 years of quarterly data

All positions including Powershares Dwa Technical Leaders Portfolio dwa momentum 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 Powershares Dwa Technical Leaders Portfolio dwa momentum by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 212k 118.05
2025-06-30 $23M 209k 108.59
2025-03-31 $21M 205k 99.98

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 Powershares Dwa Technical Leaders Portfolio dwa momentum

Morgan Stanley
Raymond James Financial
Wells Fargo & Company
Commonwealth Equity Services
LPL Financial
Royal Bank of Canada
CFG Asset Management
Stifel Financial
Summit Financial
Janney Montgomery Scott
UBS Group
Prospera Financial Services
Savant Capital Management
Ameriprise Financial
Wealth Enhancement Advisory Services

View all funds holding Powershares Dwa Technical Leaders Portfolio dwa momentum