Commonwealth Equity Services
BSSX icon

Commonwealth Equity Services’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Commonwealth Equity Services’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 		$564K Buy
21,841
+23
+0.1% +$591 ﹤0.01% 3216
2026
Q1 		$555K Sell
21,818
-10,178
-32% -$264K ﹤0.01% 3125
2025
Q4 		$827K Buy
31,996
+171
+0.5% +$4.41K ﹤0.01% 2745
2025
Q3 		$813K Buy
31,825
+23
+0.1% +$577 ﹤0.01% 2755
2025
Q2 		$797K Buy
31,802
+1,219
+4% +$30.4K ﹤0.01% 2763
2025
Q1 		$774K Buy
30,583
+11
+0% +$283 ﹤0.01% 2668
2024
Q4 		$787K Buy
30,572
+6,293
+26% +$164K ﹤0.01% 2594
2024
Q3 		$640K Buy
24,279
+1,664
+7% +$43.6K ﹤0.01% 2699
2024
Q2 		$586K Buy
22,615
+1,254
+6% +$32.4K ﹤0.01% 2703
2024
Q1 		$561K Buy
21,361
+99
+0.5% +$2.62K ﹤0.01% 2735
2023
Q4 		$566K Buy
+21,262
New +$534K ﹤0.01% 2595

Other funds holding BSSX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Commonwealth Equity Services's BSSX Position: Q2 2026 in Review

Commonwealth Equity Services increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 0.11% in Q2 2026, buying an estimated $591 and bringing the position to 21,841 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #3216.

Commonwealth Equity Services first reported a position in BSSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $827K in Q4 2025. 23 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

  • Commonwealth Equity Services held 21,841 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $564K as of Q2 2026.
  • Commonwealth Equity Services bought 23 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $591.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3216 holding.
  • Commonwealth Equity Services first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Commonwealth Equity Services's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $827K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.