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Summit Investment Advisors’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Summit Investment Advisors’s Portfolio BSJQ Stock Details BSJQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.57M Buy
282,006
+12,069
+4% +$280K 5.42% 5
2025
Q1 		$6.27M Sell
269,937
-11,702
-4% -$273K 5.58% 5
2024
Q4 		$6.61M Buy
+281,639
New +$6.59M 5.87% 4

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Morgan Stanley
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LPL Financial
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Cetera Investment Advisers
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ATPW
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Wells Fargo
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JIP
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Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return