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Summit Investment Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Summit Investment Advisors’s Portfolio BSJR Stock Details BSJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.6M Buy
114,478
+7,483
+7% +$168K 2.14% 16
2025
Q1 		$2.4M Buy
106,995
+87,713
+455% +$1.98M 2.14% 15
2024
Q4 		$437K Buy
+19,282
New +$435K 0.39% 36

Other funds holding BSJR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Summit Investment Advisors increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 7% in Q2 2025, buying an estimated $168K and bringing the position to 114,478 shares worth $2.6M. The position accounts for 2.14% of the portfolio, ranked #16.

Summit Investment Advisors first reported a position in BSJR in Q4 2024 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold BSJR as of Q2 2025.

  • Summit Investment Advisors held 114,478 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $2.6M as of Q2 2025.
  • Summit Investment Advisors bought 7,483 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $168K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 2.14% of Summit Investment Advisors's portfolio in Q2 2025, its #16 holding.
  • Summit Investment Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2025.

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