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 Q2	$1.58M	Sell	55,433 -1,100	-2%	-$32.8K	﹤0.01%	2598
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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DAMU

Deltroit Asset Management (UK) London $695M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cetera Investment Advisers's SMC Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Summit Midstream (SMC) stake by 1.9% in Q2 2026, selling an estimated $32.8K and leaving 55,433 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2598.

Cetera Investment Advisers first reported a position in SMC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.71M in Q1 2026. 74 funds tracked by Wall St. Rank hold SMC as of Q2 2026.

Cetera Investment Advisers held 55,433 shares of Summit Midstream worth $1.58M as of Q2 2026.
Cetera Investment Advisers sold 1,100 Summit Midstream shares in Q2 2026, an estimated $32.8K.
Summit Midstream made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2598 holding.
Cetera Investment Advisers first reported a position in Summit Midstream in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's Summit Midstream position peaked at $1.71M in Q1 2026.
74 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.