Addison Advisors’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Addison Advisors’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 Q1	$494K	Buy	19,428 +408	+2%	+$10.6K	0.11%	131
2025 Q4	$492K	Sell	19,020 -1,925	-9%	-$49.7K	0.11%	130
2025 Q3	$535K	Buy	20,945 +1,205	+6%	+$30.2K	0.12%	119
2025 Q2	$495K	Buy	19,740 +1,690	+9%	+$42.1K	0.12%	122
2025 Q1	$457K	Buy	18,050 +2,955	+20%	+$75.9K	0.12%	117
2024 Q4	$389K	Sell	15,095 -1,105	-7%	-$28.8K	0.11%	127
2024 Q3	$427K	Buy	16,200 +3,340	+26%	+$87.5K	0.12%	127
2024 Q2	$333K	Sell	12,860 -2,585	-17%	-$66.9K	0.11%	142
2024 Q1	$405K	Buy	15,445 +9,550	+162%	+$252K	0.14%	118
2023 Q4	$157K	Buy	+5,895	New	+$148K	0.06%	212

Other funds holding BSSX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIM

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SFA

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Addison Advisors's BSSX Position: Q1 2026 in Review

Addison Advisors increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 2.1% in Q1 2026, buying an estimated $10.6K and bringing the position to 19,428 shares worth $494K. The position accounts for 0.11% of the portfolio, ranked #131.

Addison Advisors first reported a position in BSSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $535K in Q3 2025. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

Addison Advisors held 19,428 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $494K as of Q1 2026.
Addison Advisors bought 408 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $10.6K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.11% of Addison Advisors's portfolio in Q1 2026, its #131 holding.
Addison Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Addison Advisors's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $535K in Q3 2025.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.