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Asset Dedication LLC’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Asset Dedication LLC’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 		$273K Sell
10,754
-23,385
-68% -$606K 0.02% 274
2025
Q4 		$883K Buy
34,139
+1,301
+4% +$33.6K 0.06% 174
2025
Q3 		$839K Buy
32,838
+4,434
+16% +$111K 0.06% 182
2025
Q2 		$712K Buy
28,404
+26,084
+1,124% +$650K 0.05% 198
2025
Q1 		$58.7K Sell
2,320
-100
-4% -$2.57K ﹤0.01% 459
2024
Q4 		$62.3K Buy
2,420
+1,704
+238% +$44.4K ﹤0.01% 440
2024
Q3 		$18.9K Buy
716
+39
+6% +$1.02K ﹤0.01% 697
2024
Q2 		$17.5K Buy
677
+404
+148% +$10.4K ﹤0.01% 707
2024
Q1 		$8K Buy
+273
New +$7.21K ﹤0.01% 708

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
Bank of America
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return