SXL
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Summit X LLC’s iShares Select U.S. REIT ETF ICF Stock Holding History

Summit X LLC’s Portfolio ICF Stock Details ICF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,999
Closed -$306K – 209
2023
Q4 		$306K Buy
5,999
+745
+14% +$39.4K 0.09% 145
2023
Q3 		$264K Sell
5,254
-559
-10% -$30.6K 0.08% 148
2023
Q2 		$323K Sell
5,813
-200
-3% -$10.9K 0.08% 206
2023
Q1 		$334K Sell
6,013
-2,350
-28% -$134K 0.09% 196
2022
Q4 		$508K Sell
8,363
-39
-0.5% -$2.13K 0.15% 148
2022
Q3 		$448K Buy
8,402
+39
+0.5% +$2.42K 0.13% 164
2022
Q2 		$505K Buy
8,363
+3
+0% +$197 0.15% 148
2022
Q1 		$586K Buy
8,360
+5,727
+218% +$394K 0.14% 142
2021
Q4 		$201K Buy
+2,633
New +$186K 0.05% 245
2020
Q4 		– Sell
-936
Closed -$408 – 325
2020
Q3 		$408 Buy
+936
New +$48.4K 0.01% 333

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return