Envestnet Asset Management
BSSX icon

Envestnet Asset Management’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Envestnet Asset Management’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 		$1.21M Buy
47,011
+4,448
+10% +$114K ﹤0.01% 3507
2026
Q1 		$1.08M Buy
42,563
+28,206
+196% +$731K ﹤0.01% 3429
2025
Q4 		$371K Sell
14,357
-11,531
-45% -$297K ﹤0.01% 3891
2025
Q3 		$661K Sell
25,888
-2,205
-8% -$55.3K ﹤0.01% 3572
2025
Q2 		$704K Sell
28,093
-18,431
-40% -$459K ﹤0.01% 3480
2025
Q1 		$1.18M Sell
46,524
-427
-0.9% -$11K ﹤0.01% 3095
2024
Q4 		$1.21M Buy
46,951
+23,807
+103% +$620K ﹤0.01% 3037
2024
Q3 		$610K Buy
23,144
+3,307
+17% +$86.7K ﹤0.01% 3423
2024
Q2 		$514K Buy
19,837
+4,041
+26% +$105K ﹤0.01% 3446
2024
Q1 		$414K Buy
+15,796
New +$417K ﹤0.01% 3552

Other funds holding BSSX

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

Envestnet Asset Management's BSSX Position: Q2 2026 in Review

Envestnet Asset Management increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 10% in Q2 2026, buying an estimated $114K and bringing the position to 47,011 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #3507.

Envestnet Asset Management first reported a position in BSSX in Q1 2024 and has held it in 10 quarters since. 66 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

  • Envestnet Asset Management held 47,011 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $1.21M as of Q2 2026.
  • Envestnet Asset Management bought 4,448 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $114K.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3507 holding.
  • Envestnet Asset Management first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 66 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.