SEC Form 13F

SUMMIT INVESTMENT ADVISORS, INC. 13F Holdings

Report period2025-06-30
Publicly available2025-08-07
Reported value$121,354,819
Positions55

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INVESCO EXCH TRD SLF IDX FDBSJPBULSHS 2025 HY$11,363,054492,654
ISHARES TRIWFRUS 1000 GRW ETF$8,661,26120,053
INVESCO EXCH TRD SLF IDX FDBSCRBULSHS 2027 CB$8,512,987432,241
ISHARES TRIBHFIBONDS 2026 TERM$7,043,251304,244
INVESCO EXCH TRD SLF IDX FDBSJQINVSCO BLSH 26$6,573,557282,006
ISHARES TRIBDSIBONDS 27 ETF$6,357,412262,378
ISHARES TRIWBRUS 1000 ETF$6,257,99418,322
INVESCO EXCH TRD SLF IDX FDBSCQBULSHS 2026 CB$4,936,188252,749
ISHARES TRIBDRIBONDS DEC2026$4,514,980186,724
INVESCO QQQ TRQQQUNIT SER 1$4,506,6178,136

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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