D.A. Davidson & Co’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

D.A. Davidson & Co’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	$447K	Buy	17,310 +2,060	+14%	+$52.9K	﹤0.01%	1244
2026 Q1	$388K	Buy	15,250 +2,900	+23%	+$75.1K	﹤0.01%	1264
2025 Q4	$319K	Buy	12,350 +1,650	+15%	+$42.6K	﹤0.01%	1294
2025 Q3	$273K	Buy	10,700 +1,050	+11%	+$26.3K	﹤0.01%	1335
2025 Q2	$242K	Hold	9,650	–	–	﹤0.01%	1290
2025 Q1	$244K	Buy	9,650 +200	+2%	+$5.14K	﹤0.01%	1256
2024 Q4	$243K	Buy	+9,450	New	+$246K	﹤0.01%	1271

Other funds holding BSSX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

D.A. Davidson & Co's BSSX Position: Q2 2026 in Review

D.A. Davidson & Co increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 14% in Q2 2026, buying an estimated $52.9K and bringing the position to 17,310 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

D.A. Davidson & Co first reported a position in BSSX in Q4 2024 and has held it in 7 quarters since. 67 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

D.A. Davidson & Co held 17,310 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $447K as of Q2 2026.
D.A. Davidson & Co bought 2,060 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $52.9K.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1244 holding.
D.A. Davidson & Co first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
67 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.