Summit Investment Advisors, Inc. Purchases in Q2 2025

Summit Investment Advisors, Inc.

  • $121 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
189
+ 0.95%
$320.42 - $424.58 $60.6K - $80.2K
20.1K $8.66B
IWB
Ishares Tr Russell 1000 ETF

ETFs
341
+ 1.9%
$272.36 - $339.57 $92.9K - $116K
18.3K $6.26B
QQQ
Invesco Qqq Trust, Series 1

ETFs
46
+ 0.57%
$416.06 - $551.64 $19.1K - $25.4K
8.14K $4.51B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
14.8K
+ 3.09%
$22.87 - $23.14 $338K - $342K
493K $11.4B
NVDA
Nvidia Corp

Technology
102
+ 1.97%
$94.31 - $157.99 $9.62K - $16.1K
5.27K $916M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
12.8K
+ 4.38%
$22.57 - $23.23 $288K - $297K
304K $7.04B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
12.1K
+ 4.47%
$22.66 - $23.41 $273K - $283K
282K $6.57B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.3K
+ 3.19%
$19.49 - $19.66 $260K - $262K
432K $8.51B
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
11.2K
+ 10.19%
$20.93 - $22.05 $235K - $247K
121K $2.66B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.91K
+ 3.92%
$23.96 - $24.27 $237K - $240K
262K $6.36B
IWD
Ishares Russell 1000 Val ETF

ETFs
279
+ 1.45%
$166.82 - $194.23 $46.5K - $54.2K
19.5K $3.77B
RSP
Invesco S&P 500 Equal Weight E

ETFs
288
+ 1.79%
$152.93 - $181.74 $44K - $52.3K
16.4K $2.97B
GOOGL
Alphabet Inc.

Communication Services
1.22K
New
$144.7 - $178.6 $177K - $218K
1.22K $231M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
8.71K
+ 11.08%
$20.29 - $21.52 $177K - $187K
87.3K $1.87B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.6K
+ 4.36%
$19.44 - $19.56 $205K - $207K
253K $4.94B
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
7.56K
+ 10.19%
$22.15 - $23.69 $167K - $179K
81.8K $1.92B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.25K
+ 4.62%
N/A
187K $4.51B
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
7.11K
+ 7.6%
$22.36 - $23.73 $159K - $169K
101K $2.37B
BSJR
Invesco Indx Tr

ETFs
7.48K
+ 6.99%
$21.81 - $22.71 $163K - $170K
114K $2.6B
IBHG
Ishares Tr Ibonds 2027 Term Hi
7.27K
+ 8.05%
$21.56 - $22.54 $157K - $164K
97.6K $2.19B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
4.7K
+ 2.71%
$23.13 - $24.23 $109K - $114K
178K $4.29B
VTI
Vanguard Total Stock Market Et

ETFs
25
+ 0.53%
$243.75 - $303.93 $6.09K - $7.6K
4.74K $1.45B
IWR
Ishares Russell Mid Cap ETF

ETFs
134
+ 0.84%
$74.88 - $91.97 $10K - $12.3K
16.1K $1.48B
FTSL
First Trust Senior Ln Fund

ETFs
2.16K
+ 12.18%
$44.58 - $46.07 $96.2K - $99.4K
19.9K $912M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
136
+ 0.42%
$45.11 - $52.34 $6.13K - $7.12K
32.5K $1.69B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
94
+ 3.55%
$171.4 - $227.1 $16.1K - $21.3K
2.74K $626M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
4.41K
+ 17.75%
$20.16 - $20.49 $89K - $90.4K
29.3K $601M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
796
+ 5.79%
$79.41 - $86.53 $63.2K - $68.9K
14.5K $1.25B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.8K
+ 13.32%
$20.12 - $21.0 $76.4K - $79.8K
32.3K $675M
META
Meta Platforms, Inc.

Communication Services
6
+ 1.39%
$484.66 - $738.09 $2.91K - $4.43K
437 $328M
SPY
Spdr S&P 500 ETF Trust

ETFs
50
+ 9.82%
$496.48 - $617.85 $24.8K - $30.9K
559 $348M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.12%
$456.74 - $568.03 $457 - $568
869 $497M
IBHE
Ishares Ibonds 2025 Term High

ETFs
307
+ 0.57%
$22.98 - $23.27 $7.05K - $7.14K
54.4K $1.3B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.05%
$113.67 - $150.4 $114 - $150
1.96K $298M
AAPL
Apple Inc.

Technology
63
+ 0.94%
$172.42 - $223.89 $10.9K - $14.1K
6.74K $1.36B
VUG
Vanguard Growth ETF

ETFs
1
+ 0.19%
$329.49 - $438.4 $329 - $438
528 $235M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.06%
$104.34 - $138.68 $104 - $139
1.7K $237M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.14K
+ 4.98%
$18.28 - $18.7 $20.8K - $21.3K
24K $450M
IFRA
Ishares Tr

ETFs
25
+ 0.39%
$40.97 - $49.19 $1.02K - $1.23K
6.5K $325M
IEFA
Ishares Tr

ETFs
91
+ 1.35%
$67.83 - $84.09 $6.17K - $7.65K
6.82K $557M
HYDB
Ishares Tr Edge High Yield Def

ETFs
150
+ 1.9%
$44.64 - $47.48 $6.7K - $7.12K
8.07K $380M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
192
+ 1.8%
$40.82 - $43.14 $7.84K - $8.28K
10.9K $464M
CINF
Cincinnati Financial Corp

Financial Services
37
+ 0.59%
$126.6 - $151.6 $4.68K - $5.61K
6.28K $918M
DVY
Ishares Tr

ETFs
18
+ 0.93%
$118.37 - $134.86 $2.13K - $2.43K
1.96K $262M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
105
+ 0.69%
$49.79 - $50.75 $5.23K - $5.33K
15.3K $772M
PG
Procter & Gamble CO

Consumer Defensive
22
+ 1.46%
$157.66 - $172.39 $3.47K - $3.79K
1.53K $231M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.55%
$908.13 - $1056.85 $1.82K - $2.11K
366 $349M
Activity Summary
Buys All Purchases 48 New Holdings 1 Increased Positions 47 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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