Beacon Pointe Advisors’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Beacon Pointe Advisors’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 Q4	–	Sell	-13,932	Closed	-$356K	–	1512
2025 Q3	$356K	Buy	13,932 +5,095	+58%	+$128K	﹤0.01%	1124
2025 Q2	$222K	Sell	8,837 -1,969	-18%	-$49K	﹤0.01%	1158
2025 Q1	$274K	Buy	10,806 +598	+6%	+$15.4K	﹤0.01%	1055
2024 Q4	$263K	Buy	10,208 +225	+2%	+$5.86K	﹤0.01%	1051
2024 Q3	$263K	Buy	9,983 +396	+4%	+$10.4K	﹤0.01%	1071
2024 Q2	$248K	Buy	+9,587	New	+$248K	﹤0.01%	1114

Other funds holding BSSX

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Beacon Pointe Advisors's BSSX Position: Q4 2025 in Review

Beacon Pointe Advisors sold out of Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q4 2025, closing a stake of 13,932 shares — an estimated $356K sold.

Beacon Pointe Advisors first reported a position in BSSX in Q2 2024 and held it in 6 quarters. The position peaked at $356K in Q3 2025. 63 funds tracked by Wall St. Rank hold BSSX as of Q4 2025.

Beacon Pointe Advisors reported no remaining Invesco BulletShares 2033 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Beacon Pointe Advisors sold 13,932 Invesco BulletShares 2033 Municipal Bond ETF shares in Q4 2025, an estimated $356K.
Beacon Pointe Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q2 2024 and held it in 6 quarters.
Beacon Pointe Advisors's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $356K in Q3 2025.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q4 2025.

Based on Beacon Pointe Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.