AA
SMC

ALPS Advisors’s Summit Midstream SMC Stock Holding History

ALPS Advisors’s Portfolio SMC Stock Details SMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-27,646
Closed -$568K – 1090
2025
Q3 		$568K Sell
27,646
-5,054
-15% -$117K ﹤0.01% 642
2025
Q2 		$802K Sell
32,700
-1,535
-4% -$42.2K ﹤0.01% 567
2025
Q1 		$1.16M Buy
+34,235
New +$1.38M 0.01% 444
2019
Q4 		– Sell
-756
Closed -$55K – 865
2019
Q3 		$55K Buy
756
+12
+2% +$1.1K ﹤0.01% 822
2019
Q2 		$83K Buy
744
+27
+4% +$3.29K ﹤0.01% 876
2019
Q1 		$105K Buy
+717
New +$126K ﹤0.01% 871

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAMU
Deltroit Asset Management (UK) London $623M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ALPS Advisors's SMC Position: Q4 2025 in Review

ALPS Advisors sold out of Summit Midstream (SMC) in Q4 2025, closing a stake of 27,646 shares — an estimated $568K sold.

ALPS Advisors first reported a position in SMC in Q1 2019 and held it in 6 quarters. The position peaked at $1.16M in Q1 2025. 65 funds tracked by Wall St. Rank hold SMC as of Q4 2025.

  • ALPS Advisors reported no remaining Summit Midstream position as of Q4 2025 after selling out during the quarter.
  • ALPS Advisors sold 27,646 Summit Midstream shares in Q4 2025, an estimated $568K.
  • ALPS Advisors first reported a position in Summit Midstream in Q1 2019 and held it in 6 quarters.
  • ALPS Advisors's Summit Midstream position peaked at $1.16M in Q1 2025.
  • 65 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2025.

Based on ALPS Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.