REIT — ALPS ETF TR

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 ALPS ETF TR (REIT). 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 Q3)
Avg. % of fund
0.0%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 10,481 -2,839 -21.3% 0.00% $275K $26.10
2025 Q3 INITIATED 13,320 — — 0.01% $357K $26.42
% of Fund (quarterly)    REIT price (monthly, adj. close)

Other funds also holding REIT

As of 2025 Q4 — sorted by position size

Ellsworth Advisors, LLC 3Y 0.77% Arete Wealth Advisors, LLC 3Y 7Y 0.08% Fermata Advisors, LLC 3Y 0.06% Park Edge Advisors, LLC 0.05% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01% GTS SECURITIES LLC 0.01% &PARTNERS 3Y 7Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0% TWO SIGMA INVESTMENTS, LP 3Y 7Y 0.0% Wealth Watch Advisors, INC 0.0%
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