Crews Bank & Trust’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Crews Bank & Trust’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	$278K	Buy	10,775 +3,115	+41%	+$80K	0.04%	201
2026 Q1	$195K	Hold	7,660	–	–	0.03%	221
2025 Q4	$198K	Hold	7,660	–	–	0.03%	220
2025 Q3	$196K	Hold	7,660	–	–	0.03%	228
2025 Q2	$192K	Hold	7,660	–	–	0.03%	225
2025 Q1	$194K	Hold	7,660	–	–	0.03%	222
2024 Q4	$197K	Buy	+7,660	New	+$199K	0.03%	215

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

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Crews Bank & Trust's BSSX Position: Q2 2026 in Review

Crews Bank & Trust increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 41% in Q2 2026, buying an estimated $80K and bringing the position to 10,775 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #201.

Crews Bank & Trust first reported a position in BSSX in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

Crews Bank & Trust held 10,775 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $278K as of Q2 2026.
Crews Bank & Trust bought 3,115 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $80K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.04% of Crews Bank & Trust's portfolio in Q2 2026, its #201 holding.
Crews Bank & Trust first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
8 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.