Bank of America
BSSX icon

Bank of America’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Bank of America’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 		$4.25M Buy
167,106
+53,708
+47% +$1.39M ﹤0.01% 3593
2025
Q4 		$2.93M Buy
113,398
+12,751
+13% +$329K ﹤0.01% 3775
2025
Q3 		$2.57M Buy
100,647
+23,730
+31% +$595K ﹤0.01% 4602
2025
Q2 		$1.93M Buy
76,917
+4,524
+6% +$113K ﹤0.01% 4801
2025
Q1 		$1.83M Buy
72,393
+19,221
+36% +$494K ﹤0.01% 4754
2024
Q4 		$1.37M Buy
53,172
+16,817
+46% +$438K ﹤0.01% 4767
2024
Q3 		$958K Buy
36,355
+34,783
+2,213% +$912K ﹤0.01% 5084
2024
Q2 		$40.7K Buy
+1,572
New +$40.7K ﹤0.01% 6569

Other funds holding BSSX

LPL Financial
LPL Financial San Diego, California $376B 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
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 $17.8B AUM 21.2% 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