CAPTRUST Financial Advisors
BSSX icon

CAPTRUST Financial Advisors’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

CAPTRUST Financial 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
Q1 		$348K Buy
13,672
+101
+0.7% +$2.62K ﹤0.01% 2292
2025
Q4 		$351K Buy
13,571
+68
+0.5% +$1.75K ﹤0.01% 2126
2025
Q3 		$345K Buy
+13,503
New +$339K ﹤0.01% 2082
2025
Q2 		– Sell
-10,513
Closed -$266K – 2522
2025
Q1 		$266K Sell
10,513
-742
-7% -$19.1K ﹤0.01% 2008
2024
Q4 		$290K Buy
11,255
+237
+2% +$6.17K ﹤0.01% 1937
2024
Q3 		$290K Buy
11,018
+1,556
+16% +$40.8K ﹤0.01% 1896
2024
Q2 		$245K Buy
+9,462
New +$245K ﹤0.01% 1925

Other funds holding BSSX

LPL Financial
LPL Financial San Diego, California $377B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $17.9B AUM 21.2% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return