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 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Avior Wealth Management reduced its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 32% in Q2 2026, selling an estimated $1.48M and leaving 152,733 shares worth $3.21M. The position accounts for 0.08% of the portfolio, ranked #195.

Avior Wealth Management first reported a position in BSMV in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.66M in Q1 2026. 24 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Avior Wealth Management held 152,733 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $3.21M as of Q2 2026.
Avior Wealth Management sold 70,401 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $1.48M.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.08% of Avior Wealth Management's portfolio in Q2 2026, its #195 holding.
Avior Wealth Management first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
Avior Wealth Management's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $4.66M in Q1 2026.
24 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

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