EH
BSSX icon

Equitable Holdings’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Equitable Holdings’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 		$287K Buy
11,118
+1,038
+10% +$26.9K ﹤0.01% 1477
2025
Q4 		$261K Buy
10,080
+2,019
+25% +$52.1K ﹤0.01% 1386
2025
Q3 		$206K Buy
+8,061
New +$202K ﹤0.01% 1446

Other funds holding BSSX

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

Equitable Holdings's BSSX Position: Q1 2026 in Review

Equitable Holdings increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 10% in Q1 2026, buying an estimated $26.9K and bringing the position to 11,118 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Equitable Holdings first reported a position in BSSX in Q3 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

  • Equitable Holdings held 11,118 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $287K as of Q1 2026.
  • Equitable Holdings bought 1,038 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $26.9K.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1477 holding.
  • Equitable Holdings first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.