Summit Investment Advisors, Inc. Incresed Positions in Q1 2025

Summit Investment Advisors, Inc.

  • $112 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSJR
Invesco Indx Tr

ETFs
87.7K
+ 454.9%
$22.4 - $22.69 $1.96M - $1.99M
107K $2.4B
IBHG
Ishares Tr Ibonds 2027 Term Hi
80K
+ 776.83%
$22.21 - $22.56 $1.78M - $1.81M
90.3K $2.01B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
22.6K
+ 4.97%
$23.03 - $23.17 $522K - $525K
478K $11B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.1K
+ 3.23%
$19.43 - $19.62 $254K - $257K
419K $8.21B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.2K
+ 6.22%
$19.42 - $19.54 $276K - $277K
242K $4.72B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.8K
+ 6.43%
N/A
178K $4.31B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.73K
+ 4.01%
$23.9 - $24.18 $233K - $235K
252K $6.09B
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
3.1K
+ 29.1%
$85.06 - $87.69 $264K - $272K
13.8K $1.16B
FTSL
First Trust Senior Ln Fund

ETFs
4.84K
+ 37.62%
$45.65 - $46.48 $221K - $225K
17.7K $809M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
11.6K
+ 4.15%
$23.13 - $23.41 $269K - $272K
291K $6.72B
CINF
Cincinnati Financial Corp

Financial Services
40
+ 0.64%
$133.67 - $147.81 $5.35K - $5.91K
6.25K $905M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
4.43K
+ 2.62%
$23.9 - $24.43 $106K - $108K
173K $4.13B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
258
+ 1.05%
$20.05 - $20.4 $5.17K - $5.26K
24.9K $507M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
238
+ 1.05%
$18.18 - $18.58 $4.33K - $4.42K
22.8K $423M
IWP
Ishares Russell Mid Cap Growth

ETFs
202
+ 13.48%
$114.9 - $139.6 $23.2K - $28.2K
1.7K $209M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
108
+ 0.72%
$50.48 - $51.04 $5.45K - $5.51K
15.2K $764M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
130
+ 1.23%
$42.38 - $43.28 $5.51K - $5.63K
10.7K $449M
HYDB
Ishares Tr Edge High Yield Def

ETFs
87
+ 1.11%
$46.82 - $47.8 $4.07K - $4.16K
7.92K $365M
IFRA
Ishares Tr

ETFs
38
+ 0.59%
$44.8 - $49.25 $1.7K - $1.87K
6.48K $300M
DVY
Ishares Tr

ETFs
16
+ 0.83%
$128.58 - $138.1 $2.06K - $2.21K
1.94K $249M
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.6%
$158.56 - $176.26 $1.43K - $1.59K
1.51K $241M
RSP
Invesco S&P 500 Equal Weight E

ETFs
879
+ 5.78%
$169.43 - $182.84 $149K - $161K
16.1K $2.73B
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.2%
$551.42 - $612.93 $551 - $613
509 $284M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.05%
$126.86 - $146.45 $127 - $146
1.96K $258M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
29
+ 1.11%
$192.82 - $222.1 $5.59K - $6.44K
2.65K $525M
META
Meta Platforms, Inc.

Communication Services
10
+ 2.38%
$576.36 - $736.67 $5.76K - $7.37K
431 $253M
EDOW
First Tr Exchange Traded Fd

ETFs
4.14K
+ 5.63%
$35.58 - $38.24 $147K - $158K
77.6K $2.74B
IWR
Ishares Russell Mid Cap ETF

ETFs
506
+ 3.28%
$82.81 - $92.93 $41.9K - $47K
15.9K $1.35B
IWD
Ishares Russell 1000 Val ETF

ETFs
784
+ 4.24%
$182.82 - $196.21 $143K - $154K
19.3K $3.52B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
81
+ 0.25%
$49.78 - $53.19 $4.03K - $4.31K
32.4K $1.59B
VTI
Vanguard Total Stock Market Et

ETFs
8
+ 0.17%
$271.18 - $303.12 $2.17K - $2.42K
4.72K $1.3B
AMZN
Amazon Com Inc

Consumer Cyclical
42
+ 0.87%
$190.26 - $242.06 $7.99K - $10.2K
4.87K $900M
IWB
Ishares Tr Russell 1000 ETF

ETFs
533
+ 3.05%
$302.31 - $337.54 $161K - $180K
18K $5.52B
QQQ
Invesco Qqq Trust, Series 1

ETFs
83
+ 1.04%
$468.34 - $539.52 $38.9K - $44.8K
8.09K $3.89B
IWF
Ishares Russell 1000 Gr ETF

ETFs
436
+ 2.24%
$360.07 - $417.26 $157K - $182K
19.9K $7.37B
Activity Summary
Buys All Purchases 40 New Holdings 4 Increased Positions 36 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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