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 Q2	$298K	Sell	11,565 -7,863	-40%	-$202K	0.14%	93
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 $445B AUM 25.58% 1-Year Est. Return

AUB

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

PWP

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

KAS

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

HBT

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Addison Advisors's BSSX Position: Q2 2026 in Review

Addison Advisors reduced its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 40% in Q2 2026, selling an estimated $202K and leaving 11,565 shares worth $298K. The position accounts for 0.14% of the portfolio, ranked #93.

Addison Advisors first reported a position in BSSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $535K in Q3 2025. 67 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

Addison Advisors held 11,565 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $298K as of Q2 2026.
Addison Advisors sold 7,863 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $202K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.14% of Addison Advisors's portfolio in Q2 2026, its #93 holding.
Addison Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Addison Advisors's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $535K in Q3 2025.
67 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.