SUMMIT INVESTMENT ADVISORS, INC.
CIK 2055275 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- BSJP9.36%
- IWF7.18%
- BSCR7.03%
- BSJQ5.87%
- IBHF5.81%
- BSCP5.70%
- IWB5.21%
- IBDS5.18%
- IBDQ4.42%
- BSCQ3.95%
Share classes counted separately59.71%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BSJPINVESCO BULLETSHARES 2025 HYBULSHS 2025 HY View history and evidence | $10.53M | 9.36% | 455.24K shares | Prior unavailable — | — | ↗▾ |
| 02 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $8.08M | 7.18% | 19.43K shares | Prior unavailable — | — | ↗▾ |
| 03 | BSCRINVESCO BULLETSHARES 2027 CBBULSHS 2027 CB View history and evidence | $7.91M | 7.03% | 405.81K shares | Prior unavailable — | — | ↗▾ |
| 04 | BSJQINVESCO BULLETSHARES 2026 HYINVSCO BLSH 26 View history and evidence | $6.61M | 5.87% | 281.64K shares | Prior unavailable — | — | ↗▾ |
| 05 | IBHFISHARES IBOND 2026 HY & INCIBONDS 2026 TERM View history and evidence | $6.53M | 5.81% | 279.84K shares | Prior unavailable — | — | ↗▾ |
| 06 | BSCPINVESCO BULLETSHARES 2025 CBBULSHS 2025 CB View history and evidence | $6.42M | 5.70% | 310.13K shares | Prior unavailable — | — | ↗▾ |
| 07 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $5.86M | 5.21% | 17.45K shares | Prior unavailable — | — | ↗▾ |
| 08 | IBDSISHRS IBNDS DEC 27 CORP ETFIBONDS 27 ETF View history and evidence | $5.83M | 5.18% | 242.74K shares | Prior unavailable — | — | ↗▾ |
| 09 | IBDQISHARES IBONDS DEC 2025 TERMIBONDS DEC25 ETF View history and evidence | $4.97M | 4.42% | 198.00K shares | Prior unavailable — | — | ↗▾ |
| 10 | BSCQINVESCO BULLETSHARES 2026 CBBULSHS 2026 CB View history and evidence | $4.44M | 3.95% | 228.00K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2055275 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 112512315
}Research all 55 reported holdings.
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