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Summit Investment Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
Victory CEMP US 500 Enhanced Volatility Wtd Index ETF $14,258,000
Pacer Trendpilot 100 ETF $11,842,000
Oppenheimer Ultra Dividend Revenue ETF $10,865,000
Fidelity MSCI Information Technology Index ETF $6,396,000
Victory CEMP US 500 Volatility Wtd Index ETF $5,082,000
iShares Morningstar Mid-Cap Growth ETF $4,224,000
Fidelity MSCI Telecommunications Services Index ETF $4,126,000
VanEck Vectors-Investment Grade Floating Rate ETF $3,882,000
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund $3,209,000
VanEck Vectors AMT-Free Long Municipal Index ETF $2,972,000
Fidelity MSCI Industrials Index ETF $2,710,000
VanEck Vectors AMT-Free Short Municipal Index ETF $2,626,000
iShares Treasury Floating Rate Bond ETF $2,523,000
AdvisorShares Dorsey Wright ADR ETF $2,517,000
iShares Convertible Bond ETF $2,463,000
Fidelity MSCI Consumer Discretionary Index ETF $2,288,000
SPDR S&P 600 Small Cap ETF $2,238,000
First Trust Mid Cap Growth AlphaDEX Fund $1,799,000
First Trust Small Cap Growth AlphaDEX Fund $1,540,000
iShares iBonds Dec 2022 Term Muni Bond ETF $1,505,000
iShares iBonds Dec 2021 Term Muni Bond ETF $1,485,000
VanEck Vectors BDC Income ETF $1,463,000
iShares iBonds Sep 2019 Term Muni Bond ETF $1,405,000
ProShares Russell 2000 Dividend Growers ETF $1,270,000
iShares Currency Hedged MSCI Canada ETF $1,221,000
iShares Currency Hedged MSCI South Korea ETF $1,139,000
Fidelity MSCI Materials Index ETF $1,055,000
FlexShares Quality Dividend Defensive Index Fund $995,000
Vanguard Russell 1000 Index Fund $925,000
Vanguard Russell 2000 Value Index Fund $793,000
Oppenheimer Small Cap Revenue ETF $692,000
ProShares S&P MidCap 400 Dividend Aristocrats ETF $670,000
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund $629,000
PureFunds Video Game Tech ETF $516,000
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration Fund $438,000
First Trust Small Cap Value AlphaDEX Fund $425,000
ProShares MSCI EAFE Dividend Growers ETF $372,000
iShares International High Yield Bond ETF $335,000
WisdomTree Total Dividend Fund $327,000
First Trust Developed Markets ex-US Small Cap AlphaDEX Fund $312,000
iShares Morningstar Large-Cap Value ETF $300,000
iShares Interest Rate Hedged Corporate Bond ETF $295,000
Cambria Global Momentum ETF $272,000
Victory CEMP International Volatility Wtd Index ETF $244,000
VanEck Vectors Retail ETF $238,000
First Trust Global Engineering and Construction ETF $215,000
Vanguard Russell 1000 Value Index Fund $207,000

    Assets

    Assets

    Last updated on June 16, 2019
      • $18.7M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 69
        Accounts
      • $271.0K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    1

    name start date
    Lawrence Bray Kaplan
    May 2009

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Lawrence Bray Kaplan Managing Member & Chief Compliance Officer March, 2009 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges