SUMMIT INVESTMENT ADVISORS, INC. BSCR Holdings History
SUMMIT INVESTMENT ADVISORS, INC.'s Invesco BulletShares 2027 Corporate Bond ETF Holding Summary
As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 418,897.00 shares of Invesco BulletShares 2027 Corporate Bond ETF(BSCR), totaling $8.21 Mil. This investment constitutes 7.31% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 0.24% of the outstanding Invesco BulletShares 2027 Corporate Bond ETF(BSCR) stock.
The initial trade took place in 2024Q4. And since then SUMMIT INVESTMENT ADVISORS, INC. has made 1 purchases of BSCR, at an average price of $19.53, for a total of 418,897.00 shares. Based on historical transaction data and BSCR's current price of $19.61, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his BSCR holdings is $33,642.64, reflecting a 0.41% gain to date.
SUMMIT INVESTMENT ADVISORS, INC. BSCR ($19.61) Holding Chart
SUMMIT INVESTMENT ADVISORS, INC. BSCR ($19.61) 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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