Number of Shares
78,613.00
Current Holdings Value*
$1.65 Mil
% of Portfolio
1.46%
Total Estimate Gain
$-1,572.26
% of Total Estimate Gain
-0.09%

SUMMIT INVESTMENT ADVISORS, INC.'s Invesco BulletShares 2029 High Yield Corporate Bond ETF Holding Summary

As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 78,613.00 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF(BSJT), totaling $1.65 Mil. This investment constitutes 1.46% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 0.66% of the outstanding Invesco BulletShares 2029 High Yield Corporate Bond ETF(BSJT) stock.

The initial trade took place in 2025Q1. And since then SUMMIT INVESTMENT ADVISORS, INC. has made 1 purchases of BSJT, at an average price of $21.47, for a total of 78,613.00 shares. Based on historical transaction data and BSJT's current price of $21.45, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his BSJT holdings is $-1,572.26, reflecting a -0.09% gain to date.

SUMMIT INVESTMENT ADVISORS, INC. BSJT ($21.45) Holding Chart

SUMMIT INVESTMENT ADVISORS, INC. BSJT ($21.45) 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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