SIA
BSJP

Summit Investment Advisors’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Summit Investment Advisors’s Portfolio BSJP Stock Details BSJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.4M Buy
492,654
+14,774
+3% +$341K 9.36% 1
2025
Q1 		$11M Buy
477,880
+22,645
+5% +$523K 9.81% 1
2024
Q4 		$10.5M Buy
+455,235
New +$10.5M 9.36% 1

Other funds holding BSJP

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Summit Investment Advisors increased its Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) stake by 3.1% in Q2 2025, buying an estimated $341K and bringing the position to 492,654 shares worth $11.4M. The position accounts for 9.36% of the portfolio, ranked #1.

Summit Investment Advisors first reported a position in BSJP in Q4 2024 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold BSJP as of Q2 2025.

  • Summit Investment Advisors held 492,654 shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF worth $11.4M as of Q2 2025.
  • Summit Investment Advisors bought 14,774 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $341K.
  • Invesco BulletShares 2025 High Yield Corporate Bond ETF made up 9.36% of Summit Investment Advisors's portfolio in Q2 2025, its #1 holding.
  • Summit Investment Advisors first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2025.

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