Cetera Investment Advisers
SMC

Cetera Investment Advisers’s Summit Midstream SMC Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$1.71M Buy
56,533
+28,840
+104% +$841K ﹤0.01% 2434
2025
Q4 		$739K Buy
27,693
+14,810
+115% +$352K ﹤0.01% 3097
2025
Q3 		$265K Sell
12,883
-1,203
-9% -$27.9K ﹤0.01% 3939
2025
Q2 		$346K Sell
14,086
-1,720
-11% -$47.3K ﹤0.01% 3274
2025
Q1 		$536K Sell
15,806
-6,050
-28% -$243K ﹤0.01% 2787
2024
Q4 		$826K Buy
21,856
+3,472
+19% +$125K ﹤0.01% 2296
2024
Q3 		$644K Sell
18,384
-3,243
-15% -$117K ﹤0.01% 2448
2024
Q2 		$769K Buy
21,627
+7,532
+53% +$237K ﹤0.01% 2263
2024
Q1 		$396K Buy
+14,095
New +$263K ﹤0.01% 2795

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

Cetera Investment Advisers's SMC Position: Q1 2026 in Review

Cetera Investment Advisers increased its Summit Midstream (SMC) stake by 104% in Q1 2026, buying an estimated $841K and bringing the position to 56,533 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

Cetera Investment Advisers first reported a position in SMC in Q1 2024 and has held it in 9 quarters since. 73 funds tracked by Wall St. Rank hold SMC as of Q1 2026.

  • Cetera Investment Advisers held 56,533 shares of Summit Midstream worth $1.71M as of Q1 2026.
  • Cetera Investment Advisers bought 28,840 Summit Midstream shares in Q1 2026, an estimated $841K.
  • Summit Midstream made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2434 holding.
  • Cetera Investment Advisers first reported a position in Summit Midstream in Q1 2024 and has held it in 9 quarters since.
  • 73 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.