SIA
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Summit Investment Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Summit Investment Advisors’s Portfolio BSJS Stock Details BSJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.66M Buy
121,173
+11,208
+10% +$243K 2.19% 15
2025
Q1 		$2.38M Buy
+109,965
New +$2.41M 2.11% 16

Other funds holding BSJS

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Envestnet Asset Management
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Cetera Investment Advisers
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UBS Group
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SIC
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EH
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Mercer Global Advisors
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SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return