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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.6M Buy
114,478
+7,483
+7% +$170K 2.14% 16
2025
Q1 		$2.4M Buy
106,995
+87,713
+455% +$1.97M 2.14% 15
2024
Q4 		$437K Buy
+19,282
New +$437K 0.39% 36