StockDriftsStockDriftsTop 50 Summit Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSJP | INVESCO EXCH TRD SLF IDX FD | 9.36% | 492.7K | $11.4M | — | — | — | 2025-06-30 |
| IWF | ISHARES TR | 7.14% | 20.1K | $8.7M | — | — | — | 2025-06-30 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 7.01% | 432.2K | $8.5M | — | — | — | 2025-06-30 |
| IBHF | ISHARES TR | 5.8% | 304.2K | $7.0M | — | — | — | 2025-06-30 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 5.42% | 282.0K | $6.6M | — | — | — | 2025-06-30 |
| IBDS | ISHARES TR | 5.24% | 262.4K | $6.4M | — | — | — | 2025-06-30 |
| IWB | ISHARES TR | 5.16% | 18.3K | $6.3M | — | — | — | 2025-06-30 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 4.07% | 252.7K | $4.9M | — | — | — | 2025-06-30 |
| IBDR | ISHARES TR | 3.72% | 186.7K | $4.5M | — | — | — | 2025-06-30 |
| QQQ | INVESCO QQQ TR | 3.71% | 8.1K | $4.5M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.12% | +2.53% |
| Top 20 Holdings Unweighted | +4.87% | +2.41% |
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