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Summit Wealth Partners’s iShares S&P 100 ETF OEF Stock Holding History

Summit Wealth Partners’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.26M Buy
8,915
+1,051
+13% +$376K 0.46% 53
2026
Q1 		$2.5M Buy
7,864
+2,882
+58% +$966K 0.4% 57
2025
Q4 		$1.71M Buy
4,982
+36
+0.7% +$12.2K 0.32% 57
2025
Q3 		$1.65M Buy
4,946
+125
+3% +$39.8K 0.3% 62
2025
Q2 		$1.47M Buy
4,821
+1,837
+62% +$512K 0.28% 64
2025
Q1 		$808K Buy
2,984
+1,808
+154% +$519K 0.16% 92
2024
Q4 		$340K Hold
1,176
– – 0.07% 155
2024
Q3 		$325K Hold
1,176
– – 0.06% 183
2024
Q2 		$311K Hold
1,176
– – 0.06% 178
2024
Q1 		$291K Sell
1,176
-34
-3% -$8.02K 0.06% 184
2023
Q4 		$270K Buy
1,210
+127
+12% +$26.7K 0.06% 177
2023
Q3 		$217K Hold
1,083
– – 0.06% 174
2023
Q2 		$224K Sell
1,083
-150
-12% -$29.1K 0.06% 167
2023
Q1 		$231K Hold
1,233
– – 0.06% 167
2022
Q4 		$210K Buy
+1,233
New +$213K 0.06% 169

Other funds holding OEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 29.41% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Summit Wealth Partners's OEF Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares S&P 100 ETF (OEF) stake by 13% in Q2 2026, buying an estimated $376K and bringing the position to 8,915 shares worth $3.26M. The position accounts for 0.46% of the portfolio, ranked #53.

Summit Wealth Partners first reported a position in OEF in Q4 2022 and has held it in 15 quarters since. 552 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Summit Wealth Partners held 8,915 shares of iShares S&P 100 ETF worth $3.26M as of Q2 2026.
  • Summit Wealth Partners bought 1,051 iShares S&P 100 ETF shares in Q2 2026, an estimated $376K.
  • iShares S&P 100 ETF made up 0.46% of Summit Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Summit Wealth Partners first reported a position in iShares S&P 100 ETF in Q4 2022 and has held it in 15 quarters since.
  • 552 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.