Avior Wealth Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,791	Closed	-$43.9K	–	951
2024 Q4	$43.9K	Sell	1,791 -66,374	-97%	-$1.63M	﹤0.01%	1185
2024 Q3	$1.67M	Buy	68,165 +28,577	+72%	+$700K	0.07%	192
2024 Q2	$962K	Buy	39,588 +2,642	+7%	+$64.2K	0.04%	278
2024 Q1	$899K	Buy	36,946 +6,942	+23%	+$170K	0.04%	311
2023 Q4	$736K	Buy	30,004 +4,789	+19%	+$116K	0.04%	259
2023 Q3	$605K	Buy	25,215 +215	+0.9%	+$5.22K	0.04%	280
2023 Q2	$609K	Buy	25,000 +1,162	+5%	+$28.3K	0.04%	289
2023 Q1	$585K	Buy	+23,838	New	+$583K	0.04%	302

Other funds holding BSMP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Avior Wealth Management's BSMP Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q1 2025, closing a stake of 1,791 shares — an estimated $43.9K sold.

Avior Wealth Management first reported a position in BSMP in Q1 2023 and held it in 8 quarters. The position peaked at $1.67M in Q3 2024. 130 funds tracked by Wall St. Rank hold BSMP as of Q1 2025.

Avior Wealth Management reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,791 Invesco BulletShares 2025 Municipal Bond ETF shares in Q1 2025, an estimated $43.9K.
Avior Wealth Management first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q1 2023 and held it in 8 quarters.
Avior Wealth Management's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $1.67M in Q3 2024.
130 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.