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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Summit Investment Advisors increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 10% in Q2 2025, buying an estimated $243K and bringing the position to 121,173 shares worth $2.66M. The position accounts for 2.19% of the portfolio, ranked #15.

Summit Investment Advisors first reported a position in BSJS in Q1 2025 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold BSJS as of Q2 2025.

  • Summit Investment Advisors held 121,173 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $2.66M as of Q2 2025.
  • Summit Investment Advisors bought 11,208 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $243K.
  • Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 2.19% of Summit Investment Advisors's portfolio in Q2 2025, its #15 holding.
  • Summit Investment Advisors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2025.

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