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Flexshares Tr qlt div def idx shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Flexshares Tr qlt div def idx (QDEF) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Flexshares Tr qlt div def idx

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr qlt div def idx 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 Flexshares Tr qlt div def idx by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $325k 4.1k 79.82

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View all positions for Summit Wealth Group Llc / Co

Top funds holding Flexshares Tr qlt div def idx

Northern Trust
LPL Financial
RVW Wealth
Raymond James Financial
Sloy Dahl & Holst
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Mml Investors Services
Texas Capital Bank Wealth Management Services
Putnam Fl Investment Management
Creative Planning
L & S Advisors
WT Wealth Management
Rik Saylor Financial
Cetera Investment Advisers

View all funds holding Flexshares Tr qlt div def idx