SF
GPZ

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
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

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Summit Financial's GPZ Position: Q1 2026 in Review

Summit Financial increased its VanEck Alternative Asset Manager ETF (GPZ) stake by 0.99% in Q1 2026, buying an estimated $118K and bringing the position to 500,927 shares worth $10.8M. The position accounts for 0.14% of the portfolio, ranked #139.

Summit Financial first reported a position in GPZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.5M in Q4 2025. 46 funds tracked by Wall St. Rank hold GPZ as of Q1 2026.

  • Summit Financial held 500,927 shares of VanEck Alternative Asset Manager ETF worth $10.8M as of Q1 2026.
  • Summit Financial bought 4,890 VanEck Alternative Asset Manager ETF shares in Q1 2026, an estimated $118K.
  • VanEck Alternative Asset Manager ETF made up 0.14% of Summit Financial's portfolio in Q1 2026, its #139 holding.
  • Summit Financial first reported a position in VanEck Alternative Asset Manager ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's VanEck Alternative Asset Manager ETF position peaked at $13.5M in Q4 2025.
  • 46 funds tracked by Wall St. Rank held VanEck Alternative Asset Manager ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.