Summit Investment Advisors, Inc.\KS’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Summit Investment Advisors, Inc.\KS’s Portfolio FRDM Stock Details FRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.5M	Buy	322,280 +31,095	+11%	+$2.12M	10.19%	3
2026 Q2	$21.3M	Buy	291,185 +33,860	+13%	+$2.26M	9.74%	2
2026 Q1	$14.1M	Buy	257,325 +25,571	+11%	+$1.46M	7.16%	5
2025 Q4	$11.9M	Buy	+231,754	New	+$11.1M	6.37%	5

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Coyle Financial Counsel Glenview, Illinois $543M AUM 17.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's FRDM Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 11% in Q3 2026, buying an estimated $2.12M and bringing the position to 322,280 shares worth $22.5M. The position accounts for 10.19% of the portfolio, ranked #3.

Summit Investment Advisors, Inc.\KS first reported a position in FRDM in Q4 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold FRDM as of Q3 2026.

Summit Investment Advisors, Inc.\KS held 322,280 shares of Freedom 100 Emerging Markets ETF worth $22.5M as of Q3 2026.
Summit Investment Advisors, Inc.\KS bought 31,095 Freedom 100 Emerging Markets ETF shares in Q3 2026, an estimated $2.12M.
Freedom 100 Emerging Markets ETF made up 10.19% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #3 holding.
Summit Investment Advisors, Inc.\KS first reported a position in Freedom 100 Emerging Markets ETF in Q4 2025 and has held it in 4 quarters since.
172 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.