Number of Shares
242,186.00
Current Holdings Value*
$4.72 Mil
% of Portfolio
4.2%
Total Estimate Gain
$9,403.62
% of Total Estimate Gain
0.20%

SUMMIT INVESTMENT ADVISORS, INC.'s Invesco BulletShares 2026 Corporate Bond ETF Holding Summary

As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 242,186.00 shares of Invesco BulletShares 2026 Corporate Bond ETF(BSCQ), totaling $4.72 Mil. This investment constitutes 4.2% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 0.11% of the outstanding Invesco BulletShares 2026 Corporate Bond ETF(BSCQ) stock.

The initial trade took place in 2024Q4. And since then SUMMIT INVESTMENT ADVISORS, INC. has made 1 purchases of BSCQ, at an average price of $19.46, for a total of 242,186.00 shares. Based on historical transaction data and BSCQ's current price of $19.50, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his BSCQ holdings is $9,403.62, reflecting a 0.20% gain to date.

SUMMIT INVESTMENT ADVISORS, INC. BSCQ ($19.50) Holding Chart

SUMMIT INVESTMENT ADVISORS, INC. BSCQ ($19.50) 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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