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
Q2 		$378K Buy
14,641
+969
+7% +$24.9K ﹤0.01% 2396
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 $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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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

CAPTRUST Financial Advisors's BSSX Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 7.1% in Q2 2026, buying an estimated $24.9K and bringing the position to 14,641 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

CAPTRUST Financial Advisors first reported a position in BSSX in Q2 2024 and has held it in 8 quarters since. 67 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

  • CAPTRUST Financial Advisors held 14,641 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $378K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 969 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $24.9K.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2396 holding.
  • CAPTRUST Financial Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 67 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.