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

Other funds holding BSJQ

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

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

Summit Investment Advisors increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 4.5% in Q2 2025, buying an estimated $280K and bringing the position to 282,006 shares worth $6.57M. The position accounts for 5.42% of the portfolio, ranked #5.

Summit Investment Advisors first reported a position in BSJQ in Q4 2024 and has held it in 3 quarters since. The position peaked at $6.61M in Q4 2024. 179 funds tracked by Wall St. Rank hold BSJQ as of Q2 2025.

Summit Investment Advisors held 282,006 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $6.57M as of Q2 2025.
Summit Investment Advisors bought 12,069 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $280K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 5.42% of Summit Investment Advisors's portfolio in Q2 2025, its #5 holding.
Summit Investment Advisors first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
Summit Investment Advisors's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $6.61M in Q4 2024.
179 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2025.

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