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Advisornet Financial’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Advisornet Financial’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
2025
Q3 		– Sell
-259
Closed -$6.49K – 2255
2025
Q2 		$6.49K Hold
259
– – ﹤0.01% 1604
2025
Q1 		$6.56K Hold
259
– – ﹤0.01% 1539
2024
Q4 		$6.67K Hold
259
– – ﹤0.01% 1418
2024
Q3 		$6.83K Buy
+259
New +$6.79K ﹤0.01% 1512

Other funds holding BSSX

LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisornet Financial's BSSX Position: Q3 2025 in Review

Advisornet Financial sold out of Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q3 2025, closing a stake of 259 shares — an estimated $6.49K sold.

Advisornet Financial first reported a position in BSSX in Q3 2024 and held it in 4 quarters. The position peaked at $6.83K in Q3 2024. 59 funds tracked by Wall St. Rank hold BSSX as of Q3 2025.

  • Advisornet Financial reported no remaining Invesco BulletShares 2033 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Advisornet Financial sold 259 Invesco BulletShares 2033 Municipal Bond ETF shares in Q3 2025, an estimated $6.49K.
  • Advisornet Financial first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2024 and held it in 4 quarters.
  • Advisornet Financial's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $6.83K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.