Avior Wealth Management’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-19,291	Closed	-$475K	–	700
2025 Q1	$475K	Sell	19,291 -1,983	-9%	-$49.6K	0.02%	421
2024 Q4	$534K	Buy	21,274 +12,000	+129%	+$304K	0.02%	428
2024 Q3	$238K	Buy	+9,274	New	+$236K	0.01%	658

Other funds holding BSMW

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Avior Wealth Management's BSMW Position: Q2 2025 in Review

Avior Wealth Management sold out of Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q2 2025, closing a stake of 19,291 shares — an estimated $475K sold.

Avior Wealth Management first reported a position in BSMW in Q3 2024 and held it in 3 quarters. The position peaked at $534K in Q4 2024. 53 funds tracked by Wall St. Rank hold BSMW as of Q2 2025.

Avior Wealth Management reported no remaining Invesco BulletShares 2032 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Avior Wealth Management sold 19,291 Invesco BulletShares 2032 Municipal Bond ETF shares in Q2 2025, an estimated $475K.
Avior Wealth Management first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2024 and held it in 3 quarters.
Avior Wealth Management's Invesco BulletShares 2032 Municipal Bond ETF position peaked at $534K in Q4 2024.
53 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.