EF
SMC

Empowered Funds’s Summit Midstream SMC Stock Holding History

Empowered Funds’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 		$2.72M Buy
89,796
+8,037
+10% +$234K 0.02% 931
2025
Q4 		$2.18M Buy
81,759
+7,953
+11% +$189K 0.04% 460
2025
Q3 		$1.52M Sell
73,806
-5,660
-7% -$131K 0.02% 1030
2025
Q2 		$1.95M Buy
79,466
+19,985
+34% +$549K 0.02% 832
2025
Q1 		$2.02M Buy
59,481
+3,041
+5% +$122K 0.03% 743
2024
Q4 		$2.13M Buy
+56,440
New +$2.03M 0.03% 711

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
DAMU
Deltroit Asset Management (UK) London $577M AUM
BlackRock
BlackRock New York $5.7T 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 $300M AUM 86.47% 1-Year Est. Return