AWM
BSMN

Avior Wealth Management’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Avior Wealth Management’s Portfolio BSMN Stock Details BSMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22,370
Closed -$560K – 1682
2023
Q3 		$560K Buy
22,370
+168
+0.8% +$4.21K 0.04% 297
2023
Q2 		$557K Buy
22,202
+1,051
+5% +$26.4K 0.04% 314
2023
Q1 		$531K Buy
+21,151
New +$532K 0.04% 331

Other funds holding BSMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avior Wealth Management's BSMN Position: Q4 2023 in Review

Avior Wealth Management sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 22,370 shares — an estimated $560K sold.

Avior Wealth Management first reported a position in BSMN in Q1 2023 and held it in 3 quarters. The position peaked at $560K in Q3 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Avior Wealth Management reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 22,370 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $560K.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q1 2023 and held it in 3 quarters.
  • Avior Wealth Management's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $560K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.