Avior Wealth Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,613	Closed	-$226K	–	715
2025 Q2	$226K	Hold	9,613	–	–	0.01%	639
2025 Q1	$227K	Sell	9,613 -875	-8%	-$20.7K	0.01%	624
2024 Q4	$247K	Hold	10,488	–	–	0.01%	642
2024 Q3	$249K	Buy	10,488 +1,590	+18%	+$37.6K	0.01%	642
2024 Q2	$209K	Sell	8,898 -3,759	-30%	-$88.3K	0.01%	660
2024 Q1	$298K	Buy	12,657 +569	+5%	+$13.5K	0.01%	587
2023 Q4	$287K	Sell	12,088 -13,942	-54%	-$325K	0.02%	458
2023 Q3	$598K	Buy	26,030 +256	+1%	+$5.98K	0.04%	284
2023 Q2	$606K	Buy	25,774 +1,256	+5%	+$29.6K	0.04%	291
2023 Q1	$583K	Buy	+24,518	New	+$581K	0.04%	303

Other funds holding BSMQ

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

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

Avior Wealth Management's BSMQ Position: Q3 2025 in Review

Avior Wealth Management sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q3 2025, closing a stake of 9,613 shares — an estimated $226K sold.

Avior Wealth Management first reported a position in BSMQ in Q1 2023 and held it in 10 quarters. The position peaked at $606K in Q2 2023. 140 funds tracked by Wall St. Rank hold BSMQ as of Q3 2025.

Avior Wealth Management reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Avior Wealth Management sold 9,613 Invesco BulletShares 2026 Municipal Bond ETF shares in Q3 2025, an estimated $226K.
Avior Wealth Management first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q1 2023 and held it in 10 quarters.
Avior Wealth Management's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $606K in Q2 2023.
140 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q3 2025.

Based on Avior Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.