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 Q3	$617K	Buy	25,608 +3,767	+17%	+$94.8K	﹤0.01%	3059
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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Commonwealth Equity Services's BSSX Position: Q3 2026 in Review

Commonwealth Equity Services increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 17% in Q3 2026, buying an estimated $94.8K and bringing the position to 25,608 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #3059.

Commonwealth Equity Services first reported a position in BSSX in Q4 2023 and has held it in 12 quarters since. The position peaked at $827K in Q4 2025. 29 funds tracked by Wall St. Rank hold BSSX as of Q3 2026.

Commonwealth Equity Services held 25,608 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $617K as of Q3 2026.
Commonwealth Equity Services bought 3,767 Invesco BulletShares 2033 Municipal Bond ETF shares in Q3 2026, an estimated $94.8K.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3059 holding.
Commonwealth Equity Services first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
Commonwealth Equity Services's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $827K in Q4 2025.
29 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.