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
2026 Q2	$200K	Buy	+7,757	New	+$199K	﹤0.01%	1812
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

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

CIM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Beacon Pointe Advisors's BSSX Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q2 2026: 7,757 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1812 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in BSSX as recently as Q3 2025.

Beacon Pointe Advisors first reported a position in BSSX in Q2 2024 and has held it in 7 quarters since. The position peaked at $356K in Q3 2025. 67 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

Beacon Pointe Advisors held 7,757 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $200K as of Q2 2026.
Invesco BulletShares 2033 Municipal Bond ETF was a new Beacon Pointe Advisors position in Q2 2026.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1812 holding.
Beacon Pointe Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q2 2024 and has held it in 7 quarters since.
Beacon Pointe Advisors's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $356K in Q3 2025.
67 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.