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 Q2	$2.8M	Buy	108,391 +6,478	+6%	+$166K	0.91%	21
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 $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

Envision Financial Planning's BSSX Position: Q2 2026 in Review

Envision Financial Planning increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 6.4% in Q2 2026, buying an estimated $166K and bringing the position to 108,391 shares worth $2.8M. The position accounts for 0.91% of the portfolio, ranked #21.

Envision Financial Planning first reported a position in BSSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.3M in Q3 2024. 67 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

Envision Financial Planning held 108,391 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $2.8M as of Q2 2026.
Envision Financial Planning bought 6,478 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $166K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.91% of Envision Financial Planning's portfolio in Q2 2026, its #21 holding.
Envision Financial Planning first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Envision Financial Planning's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $3.3M in Q3 2024.
67 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

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