Summit Wealth Group (Colorado)
QDEF icon

Summit Wealth Group (Colorado)’s Northern Trust Quality Dividend Defensive ETF QDEF Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio QDEF Stock Details QDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,083
Closed -$355K – 459
2026
Q2 		$355K Buy
4,083
+16
+0.4% +$1.37K 0.03% 274
2026
Q1 		$325K Buy
+4,067
New +$334K 0.03% 242

Other funds holding QDEF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
Vaquero Private Wealth
Vaquero Private Wealth Dallas, Texas $477M AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Summit Wealth Group (Colorado)'s QDEF Position: Q3 2026 in Review

Summit Wealth Group (Colorado) sold out of Northern Trust Quality Dividend Defensive ETF (QDEF) in Q3 2026, closing a stake of 4,083 shares — an estimated $355K sold.

Summit Wealth Group (Colorado) first reported a position in QDEF in Q1 2026 and held it in 2 quarters. The position peaked at $355K in Q2 2026. 72 funds tracked by Wall St. Rank hold QDEF as of Q3 2026.

  • Summit Wealth Group (Colorado) reported no remaining Northern Trust Quality Dividend Defensive ETF position as of Q3 2026 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,083 Northern Trust Quality Dividend Defensive ETF shares in Q3 2026, an estimated $355K.
  • Summit Wealth Group (Colorado) first reported a position in Northern Trust Quality Dividend Defensive ETF in Q1 2026 and held it in 2 quarters.
  • Summit Wealth Group (Colorado)'s Northern Trust Quality Dividend Defensive ETF position peaked at $355K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Northern Trust Quality Dividend Defensive ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.