Avior Wealth Management
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Avior Wealth Management’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Avior Wealth Management’s Portfolio BSMV Stock Details BSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.16M Buy
158,705
+5,972
+4% +$123K 0.08% 194
2026
Q2 		$3.21M Sell
152,733
-70,401
-32% -$1.48M 0.08% 195
2026
Q1 		$4.66M Buy
223,134
+48,925
+28% +$1.04M 0.13% 147
2025
Q4 		$3.68M Buy
174,209
+26,855
+18% +$567K 0.11% 139
2025
Q3 		$3.1M Buy
147,354
+29,710
+25% +$618K 0.1% 150
2025
Q2 		$2.43M Sell
117,644
-28,749
-20% -$589K 0.08% 163
2025
Q1 		$3.03M Buy
146,393
+27,839
+23% +$582K 0.12% 138
2024
Q4 		$2.48M Buy
118,554
+107,041
+930% +$2.26M 0.09% 156
2024
Q3 		$245K Buy
+11,513
New +$244K 0.01% 649
2024
Q2 		– Sell
-4,119
Closed -$87.8K – 2471
2024
Q1 		$87.8K Buy
+4,119
New +$88.4K ﹤0.01% 1020

Other funds holding BSMV

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

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

Avior Wealth Management increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 3.9% in Q3 2026, buying an estimated $123K and bringing the position to 158,705 shares worth $3.16M. The position accounts for 0.08% of the portfolio, ranked #194.

Avior Wealth Management first reported a position in BSMV in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.66M in Q1 2026. 22 funds tracked by Wall St. Rank hold BSMV as of Q3 2026.

  • Avior Wealth Management held 158,705 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $3.16M as of Q3 2026.
  • Avior Wealth Management bought 5,972 Invesco BulletShares 2031 Municipal Bond ETF shares in Q3 2026, an estimated $123K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.08% of Avior Wealth Management's portfolio in Q3 2026, its #194 holding.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Avior Wealth Management's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $4.66M in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2026.

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