Number of Shares
49,854.00
Current Holdings Value*
$1.03 Mil
% of Portfolio
0.92%
Total Estimate Gain
$11,408.04
% of Total Estimate Gain
0.18%

SUMMIT INVESTMENT ADVISORS, INC.'s Invesco BulletShares 2025 Corporate Bond ETF Holding Summary

As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 49,854.00 shares of Invesco BulletShares 2025 Corporate Bond ETF(BSCP), totaling $1.03 Mil. This investment constitutes 0.92% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 0.03% of the outstanding Invesco BulletShares 2025 Corporate Bond ETF(BSCP) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $20.69 for 260,274.00 shares. Based on historical transaction data and BSCP's current price of $20.67, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his BSCP holdings is $11,408.04, reflecting a 0.18% gain to date.

SUMMIT INVESTMENT ADVISORS, INC. BSCP ($20.67) Holding Chart

SUMMIT INVESTMENT ADVISORS, INC. BSCP ($20.67) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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