Ownership history in Avior Wealth Management, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in INVESCO BULLETSHARES 2029 CORPORATE BOND ETF (BSCT). 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 | REDUCED | 2,615,214 | -5,735 | -0.2% | 1.54% | $49.3M | $18.63 |
| 2025 Q3 | ADDED | 2,620,949 | +28,956 | +1.1% | 1.59% | $49.3M | $18.40 |
| 2025 Q2 | REDUCED | 2,591,993 | -6,250 | -0.2% | 1.67% | $48.5M | $18.08 |
| 2025 Q1 | ADDED | 2,598,243 | +390,407 | +17.7% | 1.83% | $48.1M | $17.70 |
| 2024 Q4 | ADDED | 2,207,836 | +238,406 | +12.1% | 1.48% | $40.5M | $17.33 |
| 2024 Q3 | ADDED | 1,969,430 | +333,314 | +20.4% | 1.48% | $37.0M | $17.57 |
| 2024 Q2 | ADDED | 1,636,116 | +475,048 | +40.9% | 1.28% | $29.7M | $16.77 |
| 2024 Q1 | ADDED | 1,161,068 | +184,079 | +18.8% | 0.99% | $21.2M | $16.70 |
| 2023 Q4 | ADDED | 976,989 | +944,242 | +2883.4% | 1.10% | $18.1M | $16.75 |
| 2023 Q3 | ADDED | 32,747 | +13,760 | +72.5% | 0.04% | $574K | $15.66 |
As of 2025 Q4 — sorted by position size