BINV — 2023 ETF SERIES TRUST

Ownership history in Avior Wealth Management, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in 2023 ETF SERIES TRUST (BINV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q4)
Avg. % of fund
0.05%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 38,247 — — 0.05% $1.5M $40.14
% of Fund (quarterly)    BINV price (monthly, adj. close)

Other funds also holding BINV

As of 2025 Q4 — sorted by position size

HANTZ FINANCIAL SERVICES, INC. 3Y 2.77% Horizon Family Wealth, Inc. 3Y 2.07% Curtis Advisory Group, LLC 3Y 0.48% EVOLVE PRIVATE WEALTH, LLC 0.36% BENJAMIN EDWARDS INC 3Y 0.35% Brooklyn Investment Group 0.25% SCOTIA CAPITAL INC. 3Y 7Y 0.1% Mills Wealth Advisors LLC 0.09% MANCHESTER FINANCIAL INC 3Y 7Y 0.04% OSAIC HOLDINGS, INC. 3Y 0.03%
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