Atlantic Union Bankshares’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Atlantic Union Bankshares’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	$4.71M	Buy	185,413 +18,346	+11%	+$475K	0.09%	196
2025 Q4	$4.32M	Buy	167,067 +8,726	+6%	+$225K	0.08%	205
2025 Q3	$4.04M	Buy	158,341 +9,332	+6%	+$234K	0.08%	218
2025 Q2	$3.74M	Buy	149,009 +15,815	+12%	+$394K	0.09%	204
2025 Q1	$3.37M	Buy	133,194 +13,018	+11%	+$335K	0.2%	116
2024 Q4	$3.1M	Buy	120,176 +29,693	+33%	+$773K	0.18%	122
2024 Q3	$2.38M	Buy	+90,483	New	+$2.37M	0.14%	142

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

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 $601M AUM 23.36% 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

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

Atlantic Union Bankshares's BSSX Position: Q1 2026 in Review

Atlantic Union Bankshares increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 11% in Q1 2026, buying an estimated $475K and bringing the position to 185,413 shares worth $4.71M. The position accounts for 0.09% of the portfolio, ranked #196.

Atlantic Union Bankshares first reported a position in BSSX in Q3 2024 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

Atlantic Union Bankshares held 185,413 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $4.71M as of Q1 2026.
Atlantic Union Bankshares bought 18,346 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $475K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.09% of Atlantic Union Bankshares's portfolio in Q1 2026, its #196 holding.
Atlantic Union Bankshares first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.