Summit Investment Advisory Services, LLC New Holdings in Q2 2025

Summit Investment Advisory Services, LLC

  • $118 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
490K
New
$22.87 - $23.14 $11.2M - $11.3M
490K $11.3B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
429K
New
$19.49 - $19.66 $8.35M - $8.43M
429K $8.42B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
297K
New
$22.57 - $23.23 $6.71M - $6.91M
297K $6.91B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
275K
New
$22.66 - $23.41 $6.24M - $6.45M
275K $6.42B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
260K
New
$23.96 - $24.27 $6.23M - $6.31M
260K $6.31B
IWB
Ishares Tr Russell 1000 ETF

ETFs
18K
New
$272.36 - $339.57 $4.9M - $6.11M
18K $6.11B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
251K
New
$19.44 - $19.56 $4.88M - $4.91M
251K $4.9B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
184K
New
N/A
184K $4.47B
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.08K
New
$416.06 - $551.64 $3.36M - $4.46M
8.08K $4.46B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
176K
New
$23.13 - $24.23 $4.08M - $4.27M
176K $4.27B
RSP
Invesco S&P 500 Equal Weight E

ETFs
16.2K
New
$152.93 - $181.74 $2.48M - $2.94M
16.2K $2.94B
BSJR
Invesco Indx Tr

ETFs
110K
New
$21.81 - $22.71 $2.39M - $2.49M
110K $2.49B
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
113K
New
$20.93 - $22.05 $2.36M - $2.49M
113K $2.49B
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
96.4K
New
$22.36 - $23.73 $2.15M - $2.29M
96.4K $2.29B
IBHG
Ishares Tr Ibonds 2027 Term Hi
93.2K
New
$21.56 - $22.54 $2.01M - $2.1M
93.2K $2.1B
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
77.3K
New
$22.15 - $23.69 $1.71M - $1.83M
77.3K $1.83B
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
80.8K
New
$20.29 - $21.52 $1.64M - $1.74M
80.8K $1.74B
IBHE
Ishares Ibonds 2025 Term High

ETFs
54.4K
New
$22.98 - $23.27 $1.25M - $1.27M
54.4K $1.26B
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
14.2K
New
$79.41 - $86.53 $1.13M - $1.23M
14.2K $1.23B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
49.6K
New
$20.66 - $20.74 $1.03M - $1.03M
49.6K $1.03B
CINF
Cincinnati Financial Corp

Financial Services
6.25K
New
$126.6 - $151.6 $791K - $947K
6.25K $930M
FTSL
First Trust Senior Ln Fund

ETFs
19.4K
New
$44.58 - $46.07 $864K - $892K
19.4K $889M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.2K
New
$49.79 - $50.75 $759K - $773K
15.2K $773M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
31.4K
New
$20.12 - $21.0 $632K - $659K
31.4K $657M
AMZN
Amazon Com Inc

Consumer Cyclical
2.87K
New
$167.32 - $223.3 $480K - $641K
2.87K $629M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.72K
New
$171.4 - $227.1 $466K - $617K
2.72K $617M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
28.8K
New
$20.16 - $20.49 $581K - $590K
28.8K $590M
IEFA
Ishares Tr

ETFs
6.82K
New
$67.83 - $84.09 $462K - $573K
6.82K $569M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
20.5K
New
$25.04 - $25.18 $513K - $516K
20.5K $516M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
10.8K
New
$40.82 - $43.14 $440K - $465K
10.8K $465M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
23.5K
New
$18.28 - $18.7 $430K - $440K
23.5K $440M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.15K
New
$283.31 - $388.96 $325K - $446K
1.15K $430M
HYDB
Ishares Tr Edge High Yield Def

ETFs
8.02K
New
$44.64 - $47.48 $358K - $381K
8.02K $381M
COST
Costco Wholesale Corp

Consumer Defensive
367
New
$908.13 - $1056.85 $333K - $388K
367 $364M
IFRA
Ishares Tr

ETFs
6.5K
New
$40.97 - $49.19 $266K - $320K
6.5K $320M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.96K
New
$113.67 - $150.4 $222K - $294K
1.96K $294M
TROW
Price T Rowe Group Inc

Financial Services
2.8K
New
$80.27 - $98.06 $225K - $275K
2.8K $270M
DVY
Ishares Tr

ETFs
1.96K
New
$118.37 - $134.86 $231K - $264K
1.96K $260M
PG
Procter & Gamble CO

Consumer Defensive
1.54K
New
$157.66 - $172.39 $242K - $265K
1.54K $245M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.7K
New
$104.34 - $138.68 $178K - $236K
1.7K $236M
Activity Summary
Buys All Purchases 47 New Holdings 41 Increased Positions 6 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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