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Summit Wealth Group (Colorado)’s FlexShares Quality Dividend Defensive Index Fund 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
Q1 		$325K Buy
+4,067
New +$334K 0.03% 242

Other funds holding QDEF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Summit Wealth Group (Colorado)'s QDEF Position: Q1 2026 in Review

Summit Wealth Group (Colorado) opened a new position in FlexShares Quality Dividend Defensive Index Fund (QDEF) in Q1 2026: 4,067 shares worth $325K. The stake represents 0.03% of the portfolio and ranks #242 among its holdings.

90 funds tracked by Wall St. Rank hold QDEF as of Q1 2026.

  • Summit Wealth Group (Colorado) held 4,067 shares of FlexShares Quality Dividend Defensive Index Fund worth $325K as of Q1 2026.
  • FlexShares Quality Dividend Defensive Index Fund was a new Summit Wealth Group (Colorado) position in Q1 2026.
  • FlexShares Quality Dividend Defensive Index Fund made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #242 holding.
  • 90 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.