AWM
BSMT icon

Avior Wealth Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Avior Wealth Management’s Portfolio BSMT Stock Details BSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.45M Sell
193,355
-36,321
-16% -$838K 0.12% 159
2026
Q1 		$5.29M Buy
229,676
+27,846
+14% +$647K 0.15% 132
2025
Q4 		$4.67M Buy
201,830
+23,576
+13% +$545K 0.15% 117
2025
Q3 		$4.12M Buy
178,254
+24,089
+16% +$552K 0.13% 124
2025
Q2 		$3.5M Sell
154,165
-12,169
-7% -$275K 0.12% 135
2025
Q1 		$3.78M Buy
166,334
+37,048
+29% +$851K 0.14% 119
2024
Q4 		$2.97M Buy
129,286
+52,048
+67% +$1.2M 0.11% 142
2024
Q3 		$1.8M Buy
77,238
+33,014
+75% +$765K 0.07% 181
2024
Q2 		$1.01M Buy
44,224
+6,435
+17% +$148K 0.04% 270
2024
Q1 		$878K Buy
37,789
+9,869
+35% +$230K 0.04% 315
2023
Q4 		$656K Buy
27,920
+16,366
+142% +$370K 0.04% 283
2023
Q3 		$256K Buy
11,554
+687
+6% +$15.6K 0.02% 479
2023
Q2 		$250K Buy
10,867
+2,322
+27% +$53.7K 0.02% 483
2023
Q1 		$200K Buy
+8,545
New +$198K 0.01% 527

Other funds holding BSMT

PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Avior Wealth Management's BSMT Position: Q2 2026 in Review

Avior Wealth Management reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 16% in Q2 2026, selling an estimated $838K and leaving 193,355 shares worth $4.45M. The position accounts for 0.12% of the portfolio, ranked #159.

Avior Wealth Management first reported a position in BSMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.29M in Q1 2026. 41 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Avior Wealth Management held 193,355 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $4.45M as of Q2 2026.
  • Avior Wealth Management sold 36,321 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $838K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.12% of Avior Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Avior Wealth Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $5.29M in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.