Envision Financial Planning’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Envision Financial Planning’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	$2.59M	Buy	101,913 +4,207	+4%	+$109K	0.94%	20
2025 Q4	$2.53M	Sell	97,706 -276	-0.3%	-$7.12K	0.96%	20
2025 Q3	$2.5M	Buy	97,982 +51,334	+110%	+$1.29M	1.06%	20
2025 Q2	$1.17M	Sell	46,648 -81,707	-64%	-$2.03M	0.55%	27
2025 Q1	$3.25M	Buy	128,355 +543	+0.4%	+$14K	1.66%	17
2024 Q4	$3.29M	Buy	127,812 +2,660	+2%	+$69.3K	1.7%	17
2024 Q3	$3.3M	Buy	125,152 +6,722	+6%	+$176K	1.74%	18
2024 Q2	$3.07M	Buy	118,430 +13,962	+13%	+$361K	2.34%	15
2024 Q1	$2.74M	Buy	+104,468	New	+$2.76M	2.21%	15

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 $500M AUM 17.24% 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

Envision Financial Planning's BSSX Position: Q1 2026 in Review

Envision Financial Planning increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 4.3% in Q1 2026, buying an estimated $109K and bringing the position to 101,913 shares worth $2.59M. The position accounts for 0.94% of the portfolio, ranked #20.

Envision Financial Planning first reported a position in BSSX in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.3M in Q3 2024. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

Envision Financial Planning held 101,913 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $2.59M as of Q1 2026.
Envision Financial Planning bought 4,207 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $109K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.94% of Envision Financial Planning's portfolio in Q1 2026, its #20 holding.
Envision Financial Planning first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
Envision Financial Planning's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $3.3M in Q3 2024.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.