Summit Financial’s FT Vest 20+ Year Treasury & Target Income ETF LTTI Stock Holding History

Summit Financial’s Portfolio LTTI Stock Details LTTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$439K	Buy	+26,531	New	+$465K	﹤0.01%	1162

Other funds holding LTTI

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Maridea Wealth Management Brooklyn, New York $1.03B AUM 21.47% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Summit Financial's LTTI Position: Q3 2026 in Review

Summit Financial opened a new position in FT Vest 20+ Year Treasury & Target Income ETF (LTTI) in Q3 2026: 26,531 shares worth $439K. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings.

17 funds tracked by Wall St. Rank hold LTTI as of Q3 2026.

Summit Financial held 26,531 shares of FT Vest 20+ Year Treasury & Target Income ETF worth $439K as of Q3 2026.
FT Vest 20+ Year Treasury & Target Income ETF was a new Summit Financial position in Q3 2026.
FT Vest 20+ Year Treasury & Target Income ETF made up ﹤0.01% of Summit Financial's portfolio in Q3 2026, its #1162 holding.
17 funds tracked by Wall St. Rank held FT Vest 20+ Year Treasury & Target Income ETF as of Q3 2026.

Based on Summit Financial's 13F filing for Q3 2026, filed 12 Nov 2026.