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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 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. 66 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.
66 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.