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Summit Investment Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Summit Investment Advisors’s Portfolio BSCT Stock Details BSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$450K Buy
23,980
+1,138
+5% +$21.1K 0.37% 42
2025
Q1 		$423K Buy
22,842
+238
+1% +$4.38K 0.38% 42
2024
Q4 		$415K Buy
+22,604
New +$418K 0.37% 38

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Summit Investment Advisors's BSCT Position: Q2 2025 in Review

Summit Investment Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 5% in Q2 2025, buying an estimated $21.1K and bringing the position to 23,980 shares worth $450K. The position accounts for 0.37% of the portfolio, ranked #42.

Summit Investment Advisors first reported a position in BSCT in Q4 2024 and has held it in 3 quarters since. 270 funds tracked by Wall St. Rank hold BSCT as of Q2 2025.

  • Summit Investment Advisors held 23,980 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $450K as of Q2 2025.
  • Summit Investment Advisors bought 1,138 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2025, an estimated $21.1K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.37% of Summit Investment Advisors's portfolio in Q2 2025, its #42 holding.
  • Summit Investment Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 270 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.