Cerity Partners’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Cerity Partners’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	–	Sell	-19,594	Closed	-$507K	–	3264
2025 Q4	$507K	Hold	19,594	–	–	﹤0.01%	2100
2025 Q3	$501K	Buy	+19,594	New	+$491K	﹤0.01%	1969

Other funds holding BSSX

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

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SFA

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Cerity Partners's BSSX Position: Q1 2026 in Review

Cerity Partners sold out of Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q1 2026, closing a stake of 19,594 shares — an estimated $507K sold.

Cerity Partners first reported a position in BSSX in Q3 2025 and held it in 2 quarters. The position peaked at $507K in Q4 2025. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

Cerity Partners reported no remaining Invesco BulletShares 2033 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 19,594 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $507K.
Cerity Partners first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2025 and held it in 2 quarters.
Cerity Partners's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $507K in Q4 2025.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.