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Cambridge Financial Group (Arizona)’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Cambridge Financial Group (Arizona)’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 		– Sell
-8,107
Closed -$206K – 166
2026
Q1 		$206K Hold
8,107
– – 0.07% 164
2025
Q4 		$209K Hold
8,107
– – 0.07% 165
2025
Q3 		$207K Buy
+8,107
New +$203K 0.07% 162

Other funds holding BSSX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s BSSX Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) sold out of Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q2 2026, closing a stake of 8,107 shares — an estimated $206K sold.

Cambridge Financial Group (Arizona) first reported a position in BSSX in Q3 2025 and held it in 3 quarters. The position peaked at $209K in Q4 2025. 16 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

  • Cambridge Financial Group (Arizona) reported no remaining Invesco BulletShares 2033 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cambridge Financial Group (Arizona) sold 8,107 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $206K.
  • Cambridge Financial Group (Arizona) first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2025 and held it in 3 quarters.
  • Cambridge Financial Group (Arizona)'s Invesco BulletShares 2033 Municipal Bond ETF position peaked at $209K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.