Avior Wealth Management’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-44,085	Closed	-$1.12M	–	806
2026 Q1	$1.12M	Buy	44,085 +36,292	+466%	+$940K	0.03%	330
2025 Q4	$201K	Buy	+7,793	New	+$201K	0.01%	720
2025 Q2	–	Sell	-20,088	Closed	-$509K	–	701
2025 Q1	$509K	Sell	20,088 -4,000	-17%	-$103K	0.02%	399
2024 Q4	$620K	Buy	24,088 +15,000	+165%	+$391K	0.02%	391
2024 Q3	$239K	Buy	+9,088	New	+$238K	0.01%	656

Other funds holding BSSX

CIM

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

SWA

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

WPC

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

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

Avior Wealth Management sold out of Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q2 2026, closing a stake of 44,085 shares — an estimated $1.12M sold.

Avior Wealth Management first reported a position in BSSX in Q3 2024 and held it in 5 quarters. The position peaked at $1.12M in Q1 2026. 8 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

Avior Wealth Management reported no remaining Invesco BulletShares 2033 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Avior Wealth Management sold 44,085 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $1.12M.
Avior Wealth Management first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2024 and held it in 5 quarters.
Avior Wealth Management's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $1.12M in Q1 2026.
8 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

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