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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIM

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Envestnet Asset Management's BSSX Position: Q1 2026 in Review

Envestnet Asset Management increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 196% in Q1 2026, buying an estimated $731K and bringing the position to 42,563 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #3429.

Envestnet Asset Management first reported a position in BSSX in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.21M in Q4 2024. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

Envestnet Asset Management held 42,563 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $1.08M as of Q1 2026.
Envestnet Asset Management bought 28,206 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $731K.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3429 holding.
Envestnet Asset Management first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
Envestnet Asset Management's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $1.21M in Q4 2024.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.