CGN Advisors
BSSX icon

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

CGN 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
Q3 		$230K Buy
+9,538
New +$240K 0.02% 285
2025
Q2 		– Sell
-29,114
Closed -$737K – 299
2025
Q1 		$737K Buy
29,114
+11,664
+67% +$300K 0.07% 187
2024
Q4 		$449K Buy
+17,450
New +$454K 0.04% 219

Other funds holding BSSX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Elequin Capital
Elequin Capital New York $1.47B AUM 5.26% 1-Year Est. Return

CGN Advisors's BSSX Position: Q3 2026 in Review

CGN Advisors opened a new position in Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q3 2026: 9,538 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #285 among its holdings. This is a return to the name: CGN Advisors previously reported a position in BSSX as recently as Q1 2025.

CGN Advisors first reported a position in BSSX in Q4 2024 and has held it in 3 quarters since. The position peaked at $737K in Q1 2025. 55 funds tracked by Wall St. Rank hold BSSX as of Q3 2026.

  • CGN Advisors held 9,538 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $230K as of Q3 2026.
  • Invesco BulletShares 2033 Municipal Bond ETF was a new CGN Advisors position in Q3 2026.
  • Invesco BulletShares 2033 Municipal Bond ETF made up 0.02% of CGN Advisors's portfolio in Q3 2026, its #285 holding.
  • CGN Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • CGN Advisors's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $737K in Q1 2025.
  • 55 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.