The Analysis of SUMMIT INVESTMENT ADVISORS, INC.'s Holdings


Currently, SUMMIT INVESTMENT ADVISORS, INC. holds 55 types of securities in its portfolio with a total value $121.4M. In the most recent quarter, they have increased their positions in BSJP (+14.8K shares, valued at $340.8K), IBHF (+12.8K shares, valued at $295.8K), BSJQ (+12.1K shares, valued at $281.3K); decreased their positions in AMZN (-725 shares, valued at $155.7K), IBDQ (-407 shares, valued at $10.2K), SPYG (-67 shares, valued at $6.5K); initiated new positions in GOOGL (+1.2K shares, valued at $231.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BSJP INVESCO EXCH TRD SLF IDX FD492.7K shares3.09%2025-06-302025-08-06history
IWF ISHARES TR20.1K shares0.95%2025-06-302025-08-06history
BSCR INVESCO EXCH TRD SLF IDX FD432.2K shares3.19%2025-06-302025-08-06history
IBHF ISHARES TR304.2K shares4.38%2025-06-302025-08-06history
BSJQ INVESCO EXCH TRD SLF IDX FD282.0K shares4.47%2025-06-302025-08-06history
IBDS ISHARES TR262.4K shares3.92%2025-06-302025-08-06history
IWB ISHARES TR18.3K shares1.90%2025-06-302025-08-06history
BSCQ INVESCO EXCH TRD SLF IDX FD252.7K shares4.36%2025-06-302025-08-06history
Sponsored
IBDR ISHARES TR186.7K shares4.62%2025-06-302025-08-06history
QQQ INVESCO QQQ TR8.1K shares0.57%2025-06-302025-08-06history
FLBL FRANKLIN TEMPLETON ETF TR178.0K shares2.71%2025-06-302025-08-06history
IWD ISHARES TR19.5K shares1.45%2025-06-302025-08-06history
EDOW FIRST TR EXCHANGE-TRADED FD79.1K shares1.87%2025-06-302025-08-06history
RSP INVESCO EXCHANGE TRADED FD T16.4K shares1.79%2025-06-302025-08-06history
BSJS INVESCO EXCH TRD SLF IDX FD121.2K shares10.19%2025-06-302025-08-06history
BSJR INVESCO EXCH TRD SLF IDX FD114.5K shares6.99%2025-06-302025-08-06history
Sponsored
IBHH ISHARES TR100.6K shares7.60%2025-06-302025-08-06history
IBHG ISHARES TR97.6K shares8.05%2025-06-302025-08-06history
IBHI ISHARES TR81.8K shares10.19%2025-06-302025-08-06history
BSJT INVESCO EXCH TRD SLF IDX FD87.3K shares11.08%2025-06-302025-08-06history
SPYG SPDR SERIES TRUST17.7K shares-0.38%2025-06-302025-08-06history
SPYV SPDR SERIES TRUST32.5K shares0.42%2025-06-302025-08-06history
IWR ISHARES TR16.1K shares0.84%2025-06-302025-08-06history
VTI VANGUARD INDEX FDS4.7K shares0.53%2025-06-302025-08-06history
Sponsored
AAPL APPLE INC6.7K shares0.94%2025-06-302025-08-06history
IBHE ISHARES TR54.4K shares0.57%2025-06-302025-08-06history
HYGH ISHARES U S ETF TR14.5K shares5.79%2025-06-302025-08-06history
BSCP INVESCO EXCH TRD SLF IDX FD49.8K shares-0.18%2025-06-302025-08-06history
MSFT MICROSOFT CORP1.9K shares0.00%2025-06-302025-08-06history
CINF CINCINNATI FINL CORP6.3K shares0.59%2025-06-302025-08-06history
NVDA NVIDIA CORPORATION5.3K shares1.97%2025-06-302025-08-06history
FTSL FIRST TR EXCHANGE-TRADED FD19.9K shares12.18%2025-06-302025-08-06history
Sponsored
AMZN AMAZON COM INC4.1K shares-14.90%2025-06-302025-08-06history
JAAA JANUS DETROIT STR TR15.3K shares0.69%2025-06-302025-08-06history
BKLN INVESCO EXCH TRADED FD TR II32.3K shares13.32%2025-06-302025-08-06history
QQQM INVESCO EXCH TRADED FD TR II2.7K shares3.55%2025-06-302025-08-06history
BSCS INVESCO EXCH TRD SLF IDX FD29.3K shares17.75%2025-06-302025-08-06history
IEFA ISHARES TR6.8K shares1.35%2025-06-302025-08-06history
IBDQ ISHARES TR20.6K shares-1.94%2025-06-302025-08-06history
VOO VANGUARD INDEX FDS869 shares0.12%2025-06-302025-08-06history
Sponsored
SHYG ISHARES TR10.9K shares1.80%2025-06-302025-08-06history
BSCT INVESCO EXCH TRD SLF IDX FD24.0K shares4.98%2025-06-302025-08-06history
LPLA LPL FINL HLDGS INC1.1K shares0.00%2025-06-302025-08-06history
HYDB ISHARES TR8.1K shares1.90%2025-06-302025-08-06history
COST COSTCO WHSL CORP NEW366 shares0.55%2025-06-302025-08-06history
SPY SPDR S&P 500 ETF TR559 shares9.82%2025-06-302025-08-06history
META META PLATFORMS INC437 shares1.39%2025-06-302025-08-06history
IFRA ISHARES TR6.5K shares0.39%2025-06-302025-08-06history
Sponsored
IUSG ISHARES TR2.0K shares0.05%2025-06-302025-08-06history
TROW PRICE T ROWE GROUP INC2.8K shares0.00%2025-06-302025-08-06history
DVY ISHARES TR2.0K shares0.93%2025-06-302025-08-06history
IWP ISHARES TR1.7K shares0.06%2025-06-302025-08-06history
VUG VANGUARD INDEX FDS528 shares0.19%2025-06-302025-08-06history
GOOGL ALPHABET INC1.2K sharesnew addition2025-06-302025-08-06history
PG PROCTER AND GAMBLE CO1.5K shares1.46%2025-06-302025-08-06history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available