Geneos Wealth Management’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Geneos Wealth 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	$6.19K	Hold	240	–	–	﹤0.01%	2131
2026 Q1	$6.1K	Hold	240	–	–	﹤0.01%	2119
2025 Q4	$6.21K	Hold	240	–	–	﹤0.01%	2089
2025 Q3	$6.13K	Hold	240	–	–	﹤0.01%	2095
2025 Q2	$6.02K	Hold	240	–	–	﹤0.01%	2517
2025 Q1	$6.08K	Hold	240	–	–	﹤0.01%	2453
2024 Q4	$6.18K	Buy	+240	New	+$6.25K	﹤0.01%	2248

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

Geneos Wealth Management's BSSX Position: Q2 2026 in Review

Geneos Wealth Management held its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) position steady in Q2 2026 at 240 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Geneos Wealth Management first reported a position in BSSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.21K in Q4 2025. 66 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

Geneos Wealth Management held 240 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $6.19K as of Q2 2026.
Geneos Wealth Management left its Invesco BulletShares 2033 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2131 holding.
Geneos Wealth Management first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $6.21K in Q4 2025.
66 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.