Summit Financial Group’s VanEck Pharmaceutical ETF PPH Stock Holding History

Summit Financial Group’s Portfolio PPH Stock Details PPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$348K	Buy	+3,835	New	+$336K	0.12%	143

Other funds holding PPH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial Group's PPH Position: Q1 2024 in Review

Summit Financial Group opened a new position in VanEck Pharmaceutical ETF (PPH) in Q1 2024: 3,835 shares worth $348K. The stake represents 0.12% of the portfolio and ranks #143 among its holdings.

138 funds tracked by Wall St. Rank hold PPH as of Q1 2024.

Summit Financial Group held 3,835 shares of VanEck Pharmaceutical ETF worth $348K as of Q1 2024.
VanEck Pharmaceutical ETF was a new Summit Financial Group position in Q1 2024.
VanEck Pharmaceutical ETF made up 0.12% of Summit Financial Group's portfolio in Q1 2024, its #143 holding.
138 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.