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
2026 Q3	$909K	Buy	+38,517	New	+$947K	0.02%	378
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

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

Avior Wealth Management opened a new position in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) in Q3 2026: 38,517 shares worth $909K. The stake represents 0.02% of the portfolio and ranks #378 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in BSMW as recently as Q1 2025.

Avior Wealth Management first reported a position in BSMW in Q3 2024 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold BSMW as of Q3 2026.

Avior Wealth Management held 38,517 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $909K as of Q3 2026.
Invesco BulletShares 2032 Municipal Bond ETF was a new Avior Wealth Management position in Q3 2026.
Invesco BulletShares 2032 Municipal Bond ETF made up 0.02% of Avior Wealth Management's portfolio in Q3 2026, its #378 holding.
Avior Wealth Management first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q3 2024 and has held it in 4 quarters since.
31 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q3 2026.

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