CLOB — VANECK ETF TRUST

Ownership history in Summit Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in VANECK ETF TRUST (CLOB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q4)
Avg. % of fund
0.01%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,475 +1,622 +20.7% 0.01% $480K $50.19
2025 Q3 INITIATED 7,853 — — 0.01% $400K $49.40
% of Fund (quarterly)    CLOB price (monthly, adj. close)

Other funds also holding CLOB

As of 2025 Q4 — sorted by position size

Independence Asset Advisors, LLC 25.01% Darwin Wealth Management, LLC 3Y 7Y 2.51% Castleview Partners, LLC 3Y 7Y 0.75% L & S Advisors Inc 3Y 7Y 0.66% Ferguson Shapiro LLC 3Y 0.12% Diversified Portfolios, Inc. 3Y 7Y 0.07% Balefire, LLC 3Y 7Y 0.06% SYON CAPITAL LLC 0.04% AXXCESS WEALTH MANAGEMENT, LLC 3Y 0.03% Elequin Capital, LP 3Y 0.03%
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