Number of Shares
109,965.00
Current Holdings Value*
$2.38 Mil
% of Portfolio
2.11%
Total Estimate Gain
$5,498.25
% of Total Estimate Gain
0.23%

SUMMIT INVESTMENT ADVISORS, INC.'s Invesco BulletShares 2028 High Yield Corporate Bond ETF Holding Summary

As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 109,965.00 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF(BSJS), totaling $2.38 Mil. This investment constitutes 2.11% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 0.61% of the outstanding Invesco BulletShares 2028 High Yield Corporate Bond ETF(BSJS) stock.

The initial trade took place in 2025Q1. And since then SUMMIT INVESTMENT ADVISORS, INC. has made 1 purchases of BSJS, at an average price of $21.91, for a total of 109,965.00 shares. Based on historical transaction data and BSJS's current price of $21.96, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his BSJS holdings is $5,498.25, reflecting a 0.23% gain to date.

SUMMIT INVESTMENT ADVISORS, INC. BSJS ($21.96) Holding Chart

SUMMIT INVESTMENT ADVISORS, INC. BSJS ($21.96) 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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