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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

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EH
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KCM
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MWM
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SIC
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Morgan Stanley
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IAS
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