SXL
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Summit X LLC’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Summit X LLC’s Portfolio QLTA Stock Details QLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-22,250
Closed -$1.06M – 183
2025
Q2 		$1.06M Buy
22,250
+976
+5% +$45.9K 0.2% 94
2025
Q1 		$1.01M Buy
21,274
+7,635
+56% +$360K 0.21% 92
2024
Q4 		$638K Sell
13,639
-1,105
-7% -$52.8K 0.14% 105
2024
Q3 		$691K Sell
14,744
-1,073
-7% -$51.8K 0.17% 100
2024
Q2 		$742K Buy
15,817
+10,384
+191% +$485K 0.17% 101
2024
Q1 		$258K Sell
5,433
-5,359
-50% -$254K 0.07% 172
2023
Q4 		$519K Buy
10,792
+684
+7% +$31.3K 0.15% 110
2023
Q3 		$456K Sell
10,108
-696
-6% -$32.2K 0.14% 109
2023
Q2 		$510K Buy
10,804
+1,185
+12% +$56.1K 0.12% 158
2023
Q1 		$460K Buy
+9,619
New +$455K 0.12% 161

Other funds holding QLTA

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return