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Summit Investment Advisory Services’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Summit Investment Advisory Services’s Portfolio BSJQ Stock Details BSJQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-23,300
Closed -$537K – 80
2024
Q2 		$537K Buy
+23,300
New +$538K 0.63% 27

Other funds holding BSJQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Summit Investment Advisory Services's BSJQ Position: Q3 2024 in Review

Summit Investment Advisory Services sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q3 2024, closing a stake of 23,300 shares — an estimated $537K sold.

Summit Investment Advisory Services first reported a position in BSJQ in Q2 2024 and held it in 1 quarter. The position peaked at $537K in Q2 2024. 150 funds tracked by Wall St. Rank hold BSJQ as of Q3 2024.

  • Summit Investment Advisory Services reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Investment Advisory Services sold 23,300 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $537K.
  • Summit Investment Advisory Services first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Summit Investment Advisory Services's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $537K in Q2 2024.
  • 150 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2024.

Based on Summit Investment Advisory Services's 13F filing for Q3 2024, filed 16 Oct 2024.