SUMMIT INVESTMENT ADVISORS, INC. BSJP Holdings History
SUMMIT INVESTMENT ADVISORS, INC.'s Invesco BulletShares 2025 High Yield Corporate Bon Holding Summary
As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 477,880.00 shares of Invesco BulletShares 2025 High Yield Corporate Bon(BSJP), totaling $11.02 Mil. This investment constitutes 9.81% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 1.16% of the outstanding Invesco BulletShares 2025 High Yield Corporate Bon(BSJP) stock.
The initial trade took place in 2024Q4. And since then SUMMIT INVESTMENT ADVISORS, INC. has made 1 purchases of BSJP, at an average price of $23.12, for a total of 477,880.00 shares. Based on historical transaction data and BSJP's current price of $23.05, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his BSJP holdings is $-32,998.70, reflecting a -0.30% gain to date.
SUMMIT INVESTMENT ADVISORS, INC. BSJP ($23.05) Holding Chart
SUMMIT INVESTMENT ADVISORS, INC. BSJP ($23.05) 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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