DWM Financial Group’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

DWM Financial Group’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	$214K	Buy	+8,268	New	+$212K	0.19%	38

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

DWM Financial Group's BSSX Position: Q2 2026 in Review

DWM Financial Group opened a new position in Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q2 2026: 8,268 shares worth $214K. The stake represents 0.19% of the portfolio and ranks #38 among its holdings.

67 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

DWM Financial Group held 8,268 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $214K as of Q2 2026.
Invesco BulletShares 2033 Municipal Bond ETF was a new DWM Financial Group position in Q2 2026.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.19% of DWM Financial Group's portfolio in Q2 2026, its #38 holding.
67 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.