Bank of New York Mellon’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Bank of New York Mellon’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	–	Sell	-60,904	Closed	-$1.57M	–	4213
2025 Q4	$1.57M	Sell	60,904 -1,468	-2%	-$37.9K	﹤0.01%	2979
2025 Q3	$1.59M	Buy	62,372 +1,411	+2%	+$35.4K	﹤0.01%	2937
2025 Q2	$1.53M	Sell	60,961 -3,360	-5%	-$83.7K	﹤0.01%	2883
2025 Q1	$1.63M	Sell	64,321 -16,257	-20%	-$418K	﹤0.01%	2786
2024 Q4	$2.08M	Sell	80,578 -2,956	-4%	-$77K	﹤0.01%	2751
2024 Q3	$2.2M	Buy	+83,534	New	+$2.19M	﹤0.01%	2703

Other funds holding BSSX

LPL Financial San Diego, California $445B AUM 25.58% 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 $5.99B AUM 23.66% 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 $31B AUM 28.39% 1-Year Est. Return

PWP

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $2.35B AUM 17.18% 1-Year Est. Return

Bank of New York Mellon's BSSX Position: Q1 2026 in Review

Bank of New York Mellon sold out of Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q1 2026, closing a stake of 60,904 shares — an estimated $1.57M sold.

Bank of New York Mellon first reported a position in BSSX in Q3 2024 and held it in 6 quarters. The position peaked at $2.2M in Q3 2024. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

Bank of New York Mellon reported no remaining Invesco BulletShares 2033 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Bank of New York Mellon sold 60,904 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $1.57M.
Bank of New York Mellon first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2024 and held it in 6 quarters.
Bank of New York Mellon's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $2.2M in Q3 2024.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Bank of New York Mellon's 13F filing for Q1 2026, filed 5 May 2026.