Ownership history in Avior Wealth Management, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in INVESCO BULLETSHARES 2031 CORPORATE BOND ETF (BSCV). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,714,473 | +73,283 | +2.8% | 1.41% | $45.3M | $16.57 |
| 2025 Q3 | ADDED | 2,641,190 | +83,298 | +3.3% | 1.42% | $44.1M | $16.37 |
| 2025 Q2 | ADDED | 2,557,892 | +118,708 | +4.9% | 1.46% | $42.3M | $16.03 |
| 2025 Q1 | ADDED | 2,439,184 | +440,370 | +22.0% | 1.51% | $39.8M | $15.62 |
| 2024 Q4 | ADDED | 1,998,814 | +1,997,141 | +119374.8% | 1.17% | $32.1M | $15.20 |
| 2024 Q3 | UNCHANGED | 1,673 | — | 0% | 0.00% | $28K | $15.60 |
| 2024 Q2 | INITIATED | 1,673 | — | — | 0.00% | $27K | — |
As of 2025 Q4 — sorted by position size