Avior Wealth Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Avior Wealth Management’s Portfolio BSMO Stock Details BSMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,473	Closed	-$136K	–	2561
2024 Q3	$136K	Hold	5,473	–	–	0.01%	795
2024 Q2	$136K	Sell	5,473 -5,266	-49%	-$131K	0.01%	780
2024 Q1	$266K	Sell	10,739 -782	-7%	-$19.4K	0.01%	622
2023 Q4	$287K	Sell	11,521 -14,191	-55%	-$352K	0.02%	459
2023 Q3	$634K	Buy	25,712 +191	+0.7%	+$4.72K	0.04%	274
2023 Q2	$632K	Buy	25,521 +1,099	+5%	+$27.2K	0.04%	283
2023 Q1	$608K	Buy	+24,422	New	+$607K	0.04%	293

Other funds holding BSMO

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 BSMO Position: Q4 2024 in Review

Avior Wealth Management sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 5,473 shares — an estimated $136K sold.

Avior Wealth Management first reported a position in BSMO in Q1 2023 and held it in 7 quarters. The position peaked at $634K in Q3 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

Avior Wealth Management reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Avior Wealth Management sold 5,473 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $136K.
Avior Wealth Management first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q1 2023 and held it in 7 quarters.
Avior Wealth Management's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $634K in Q3 2023.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.