Sun Financial Inc ETF holdings
Midvale, UT
Reported $114.3M in 61 ETFs in its Form 13F for June 30, 2026.
ETF value
$114.3M
ETFs held
61
Change from prior quarter
+4.7%
With price moves
ETFs as a share of its 13F
53.9%
of $212.0M
Top 10 of 61 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| FTHI | First Trust BuyWrite Income ETF | $10.1M | 422,859 | +20,993 shares |
| BUFR | FT Vest Laddered Buffer ETF | $8.8M | 236,154 | +30,525 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $8.4M | 239,789 | +11,791 shares |
| GRNJ | Fundstrat Granny Shots US Small- & Mid-Cap ETF | $6.8M | 223,077 | +40,100 shares |
| FTQI | First Trust Nasdaq BuyWrite Income ETF | $5.9M | 266,320 | +20,370 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $5.3M | 104,291 | −14,649 shares |
| IEF | iShares 7-10 Year Treasury Bond ETF | $5.2M | 56,033 | −1,945 shares |
| FTCB | First Trust Core Investment Grade ETF | $5.0M | 245,184 | +1,583 shares |
| GRNY | Fundstrat Granny Shots US Large Cap ETF | $4.6M | 165,189 | +18,214 shares |
| QTEC | First Trust NASDAQ-100-Technology Sector Index Fund | $3.7M | 11,851 | −775 shares |
51 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002067342. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sun Financial Inc own?
Sun Financial Inc reported 61 ETF positions worth $114.3M in its Form 13F for June 30, 2026. The largest was FTHI, at $10.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.