Summit Investment Advisors, Inc. New Holdings in Q4 2024

Summit Investment Advisors, Inc.

  • $113 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
455K
New
$23.02 - $23.23 $10.5M - $10.6M
455K $10.5B
IWF
Ishares Russell 1000 Gr ETF

ETFs
19.4K
New
$370.24 - $418.94 $7.19M - $8.14M
19.4K $8.08B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
406K
New
$19.42 - $19.76 $7.88M - $8.02M
406K $7.91B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
282K
New
$23.25 - $23.56 $6.55M - $6.64M
282K $6.61B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
280K
New
$23.03 - $23.33 $6.44M - $6.53M
280K $6.53B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
310K
New
$20.6 - $20.71 $6.39M - $6.42M
310K $6.42B
IWB
Ishares Tr Russell 1000 ETF

ETFs
17.4K
New
$311.11 - $335.64 $5.43M - $5.86M
17.4K $5.86B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
243K
New
$23.88 - $24.32 $5.8M - $5.9M
243K $5.83B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
198K
New
$25.0 - $25.11 $4.95M - $4.97M
198K $4.97B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
228K
New
$19.38 - $19.58 $4.42M - $4.46M
228K $4.44B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
169K
New
$24.13 - $24.45 $4.07M - $4.13M
169K $4.1B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
168K
New
N/A
168K $4.04B
IWD
Ishares Russell 1000 Val ETF

ETFs
18.5K
New
$183.23 - $199.79 $3.39M - $3.69M
18.5K $3.6B
EDOW
First Tr Exchange Traded Fd

ETFs
73.5K
New
$35.29 - $38.02 $2.59M - $2.79M
73.5K $2.8B
RSP
Invesco S&P 500 Equal Weight E

ETFs
15.2K
New
$174.22 - $187.62 $2.65M - $2.85M
15.2K $2.76B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
32.3K
New
$51.09 - $55.27 $1.65M - $1.78M
32.3K $1.7B
AAPL
Apple Inc.

Technology
6.89K
New
$221.69 - $259.02 $1.53M - $1.78M
6.89K $1.66B
SPYG
Spdr Portfolio

ETFs
17.8K
New
$81.74 - $91.38 $1.46M - $1.63M
17.8K $1.64B
IWR
Ishares Russell Mid Cap ETF

ETFs
15.4K
New
$87.25 - $95.52 $1.35M - $1.47M
15.4K $1.42B
VTI
Vanguard Total Stock Market Et

ETFs
4.71K
New
$280.04 - $302.45 $1.32M - $1.42M
4.71K $1.42B
IBHE
Ishares Ibonds 2025 Term High

ETFs
54.3K
New
$23.08 - $23.28 $1.25M - $1.27M
54.3K $1.26B
AMZN
Amazon Com Inc

Consumer Cyclical
4.83K
New
$180.88 - $232.93 $873K - $1.12M
4.83K $1.11B
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
10.7K
New
$85.41 - $87.1 $910K - $928K
10.7K $928M
CINF
Cincinnati Financial Corp

Financial Services
6.21K
New
$132.86 - $160.16 $824K - $994K
6.21K $851M
MSFT
Microsoft Corp

Technology
1.9K
New
$406.35 - $454.46 $771K - $862K
1.9K $779M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.1K
New
$50.62 - $50.97 $762K - $767K
15.1K $766M
NVDA
Nvidia Corp

Technology
5.3K
New
$117.0 - $148.88 $620K - $789K
5.3K $717M
FTSL
First Trust Senior Ln Fund

ETFs
12.9K
New
$45.9 - $46.48 $591K - $598K
12.9K $595M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.62K
New
$198.04 - $221.51 $519K - $581K
2.62K $578M
IEFA
Ishares Tr

ETFs
6.73K
New
$70.06 - $77.43 $471K - $521K
6.73K $511M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
24.6K
New
$20.08 - $20.61 $494K - $507K
24.6K $497M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
868
New
$521.84 - $558.82 $453K - $485K
868 $487M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
23K
New
$20.98 - $21.19 $484K - $488K
23K $485M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
10.5K
New
$42.33 - $43.3 $446K - $456K
10.5K $453M
BSJR
Invesco Indx Tr

ETFs
19.3K
New
$22.37 - $22.7 $431K - $438K
19.3K $437M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.15K
New
$229.85 - $335.91 $264K - $385K
1.15K $427M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
22.6K
New
$18.28 - $18.87 $413K - $427K
22.6K $415M
COST
Costco Wholesale Corp

Consumer Defensive
364
New
$873.59 - $994.69 $318K - $362K
364 $392M
HYDB
Ishares Tr Edge High Yield Def

ETFs
7.83K
New
$46.68 - $47.95 $365K - $375K
7.83K $371M
SPY
Spdr S&P 500 ETF Trust

ETFs
508
New
$567.81 - $607.81 $288K - $309K
508 $310M
IFRA
Ishares Tr

ETFs
6.44K
New
$45.94 - $51.71 $296K - $333K
6.44K $307M
META
Meta Platforms, Inc.

Communication Services
421
New
$554.08 - $632.68 $233K - $266K
421 $307M
TROW
Price T Rowe Group Inc

Financial Services
2.8K
New
$106.48 - $124.69 $298K - $349K
2.8K $300M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.95K
New
$129.96 - $144.97 $254K - $283K
1.95K $285M
LMT
Lockheed Martin Corp

Industrials
631
New
$479.66 - $614.62 $303K - $388K
631 $274M
DVY
Ishares Tr

ETFs
1.92K
New
$129.55 - $143.41 $249K - $275K
1.92K $261M
PG
Procter & Gamble CO

Consumer Defensive
1.5K
New
$161.05 - $179.7 $242K - $270K
1.5K $257M
IBHG
Ishares Tr Ibonds 2027 Term Hi
10.3K
New
$22.11 - $22.54 $228K - $232K
10.3K $231M
VUG
Vanguard Growth ETF

ETFs
527
New
$378.79 - $428.11 $200K - $226K
527 $225M
Activity Summary
Buys All Purchases 55 New Holdings 55 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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