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Summit Investment Advisors’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Summit Investment Advisors’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.87M Buy
87,324
+8,711
+11% +$184K 1.54% 20
2025
Q1 		$1.65M Buy
+78,613
New +$1.69M 1.46% 20

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

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

Summit Investment Advisors increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 11% in Q2 2025, buying an estimated $184K and bringing the position to 87,324 shares worth $1.87M. The position accounts for 1.54% of the portfolio, ranked #20.

Summit Investment Advisors first reported a position in BSJT in Q1 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold BSJT as of Q2 2025.

  • Summit Investment Advisors held 87,324 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $1.87M as of Q2 2025.
  • Summit Investment Advisors bought 8,711 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $184K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 1.54% of Summit Investment Advisors's portfolio in Q2 2025, its #20 holding.
  • Summit Investment Advisors first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2025.

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