Global Financial Private Client’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-3,376	Closed	-$85.5K	–	408
2025 Q1	$85.5K	Sell	3,376 -125	-4%	-$3.21K	0.03%	279
2024 Q4	$90.2K	Buy	+3,501	New	+$91.2K	0.03%	273

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

KAS

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

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Global Financial Private Client's BSSX Position: Q2 2025 in Review

Global Financial Private Client sold out of Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q2 2025, closing a stake of 3,376 shares — an estimated $85.5K sold.

Global Financial Private Client first reported a position in BSSX in Q4 2024 and held it in 2 quarters. The position peaked at $90.2K in Q4 2024. 46 funds tracked by Wall St. Rank hold BSSX as of Q2 2025.

Global Financial Private Client reported no remaining Invesco BulletShares 2033 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 3,376 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2025, an estimated $85.5K.
Global Financial Private Client first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
Global Financial Private Client's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $90.2K in Q4 2024.
46 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.