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Clark Asset Management’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Clark Asset Management’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 		$1.32M Buy
51,238
+14,373
+39% +$369K 0.1% 75
2026
Q1 		$937K Buy
36,865
+250
+0.7% +$6.48K 0.09% 84
2025
Q4 		$947K Buy
36,615
+16,864
+85% +$435K 0.1% 76
2025
Q3 		$505K Buy
+19,751
New +$495K 0.06% 122

Other funds holding BSSX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Clark Asset Management's BSSX Position: Q2 2026 in Review

Clark Asset Management increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 39% in Q2 2026, buying an estimated $369K and bringing the position to 51,238 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #75.

Clark Asset Management first reported a position in BSSX in Q3 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

  • Clark Asset Management held 51,238 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $1.32M as of Q2 2026.
  • Clark Asset Management bought 14,373 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $369K.
  • Invesco BulletShares 2033 Municipal Bond ETF made up 0.1% of Clark Asset Management's portfolio in Q2 2026, its #75 holding.
  • Clark Asset Management first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.