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Avior Wealth Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Avior Wealth Management’s Portfolio BSMS Stock Details BSMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,725
Closed -$205K – 832
2025
Q4 		$205K Sell
8,725
-6,399
-42% -$150K 0.01% 712
2025
Q3 		$354K Sell
15,124
-5,416
-26% -$126K 0.01% 545
2025
Q2 		$477K Buy
20,540
+2,000
+11% +$46.1K 0.02% 441
2025
Q1 		$430K Buy
18,540
+2,583
+16% +$60.3K 0.02% 448
2024
Q4 		$372K Buy
15,957
+10,315
+183% +$242K 0.01% 530
2024
Q3 		$133K Buy
5,642
+637
+13% +$14.9K 0.01% 800
2024
Q2 		$116K Sell
5,005
-4,596
-48% -$107K 0.01% 815
2024
Q1 		$225K Buy
9,601
+1,373
+17% +$32.4K 0.01% 678
2023
Q4 		$195K Sell
8,228
-4,469
-35% -$103K 0.01% 524
2023
Q3 		$286K Buy
12,697
+699
+6% +$16.2K 0.02% 456
2023
Q2 		$280K Buy
11,998
+2,285
+24% +$53.6K 0.02% 460
2023
Q1 		$230K Buy
+9,713
New +$229K 0.02% 503

Other funds holding BSMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Avior Wealth Management's BSMS Position: Q1 2026 in Review

Avior Wealth Management sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q1 2026, closing a stake of 8,725 shares — an estimated $205K sold.

Avior Wealth Management first reported a position in BSMS in Q1 2023 and held it in 12 quarters. The position peaked at $477K in Q2 2025. 129 funds tracked by Wall St. Rank hold BSMS as of Q1 2026.

  • Avior Wealth Management reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Avior Wealth Management sold 8,725 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2026, an estimated $205K.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2023 and held it in 12 quarters.
  • Avior Wealth Management's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $477K in Q2 2025.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2026.

Based on Avior Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.