Summit Financial
GPZ icon

Summit Financial’s VanEck Alternative Asset Manager ETF GPZ Stock Holding History

Summit Financial’s Portfolio GPZ Stock Details GPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-500,927
Closed -$10.8M – 1639
2026
Q1 		$10.8M Buy
500,927
+4,890
+1% +$118K 0.14% 139
2025
Q4 		$13.5M Buy
496,037
+16,297
+3% +$432K 0.2% 100
2025
Q3 		$13.3M Buy
+479,740
New +$13.6M 0.2% 94

Other funds holding GPZ

Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Summit Financial's GPZ Position: Q2 2026 in Review

Summit Financial sold out of VanEck Alternative Asset Manager ETF (GPZ) in Q2 2026, closing a stake of 500,927 shares — an estimated $10.8M sold.

Summit Financial first reported a position in GPZ in Q3 2025 and held it in 3 quarters. The position peaked at $13.5M in Q4 2025. 57 funds tracked by Wall St. Rank hold GPZ as of Q2 2026.

  • Summit Financial reported no remaining VanEck Alternative Asset Manager ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 500,927 VanEck Alternative Asset Manager ETF shares in Q2 2026, an estimated $10.8M.
  • Summit Financial first reported a position in VanEck Alternative Asset Manager ETF in Q3 2025 and held it in 3 quarters.
  • Summit Financial's VanEck Alternative Asset Manager ETF position peaked at $13.5M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held VanEck Alternative Asset Manager ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.