Avior Wealth Management’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,636	Closed	-$232K	–	805
2026 Q1	$232K	Buy	10,636 +1,416	+15%	+$31.3K	0.01%	755
2025 Q4	$203K	Sell	9,220 -6,461	-41%	-$142K	0.01%	717
2025 Q3	$344K	Sell	15,681 -7,235	-32%	-$157K	0.01%	555
2025 Q2	$493K	Sell	22,916 -20,967	-48%	-$448K	0.02%	427
2025 Q1	$947K	Sell	43,883 -2,500	-5%	-$54.5K	0.04%	275
2024 Q4	$1.01M	Buy	46,383 +22,377	+93%	+$491K	0.04%	286
2024 Q3	$532K	Buy	24,006 +15,435	+180%	+$340K	0.02%	433
2024 Q2	$187K	Sell	8,571 -96	-1%	-$2.1K	0.01%	688
2024 Q1	$192K	Buy	8,667 +3,235	+60%	+$72K	0.01%	719
2023 Q4	$122K	Buy	+5,432	New	+$116K	0.01%	584

Other funds holding BSMU

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Avior Wealth Management sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q2 2026, closing a stake of 10,636 shares — an estimated $232K sold.

Avior Wealth Management first reported a position in BSMU in Q4 2023 and held it in 10 quarters. The position peaked at $1.01M in Q4 2024. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Avior Wealth Management reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Avior Wealth Management sold 10,636 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $232K.
Avior Wealth Management first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2023 and held it in 10 quarters.
Avior Wealth Management's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $1.01M in Q4 2024.
106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

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