Avior Wealth Management
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
Q3 		$4.86M Buy
218,375
+25,020
+13% +$571K 0.13% 146
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

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management's BSMT Position: Q3 2026 in Review

Avior Wealth Management increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 13% in Q3 2026, buying an estimated $571K and bringing the position to 218,375 shares worth $4.86M. The position accounts for 0.13% of the portfolio, ranked #146.

Avior Wealth Management first reported a position in BSMT in Q1 2023 and has held it in 15 quarters since. The position peaked at $5.29M in Q1 2026. 42 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

  • Avior Wealth Management held 218,375 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $4.86M as of Q3 2026.
  • Avior Wealth Management bought 25,020 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2026, an estimated $571K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.13% of Avior Wealth Management's portfolio in Q3 2026, its #146 holding.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Avior Wealth Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $5.29M in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.