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Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Higgins & Schmidt Wealth Strategies’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
2024
Q4 		– Sell
-7,680
Closed -$202K – 60
2024
Q3 		$202K Buy
+7,680
New +$201K 0.13% 52

Other funds holding BSSX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's BSSX Position: Q4 2024 in Review

Higgins & Schmidt Wealth Strategies sold out of Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q4 2024, closing a stake of 7,680 shares — an estimated $202K sold.

Higgins & Schmidt Wealth Strategies first reported a position in BSSX in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 44 funds tracked by Wall St. Rank hold BSSX as of Q4 2024.

  • Higgins & Schmidt Wealth Strategies reported no remaining Invesco BulletShares 2033 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Higgins & Schmidt Wealth Strategies sold 7,680 Invesco BulletShares 2033 Municipal Bond ETF shares in Q4 2024, an estimated $202K.
  • Higgins & Schmidt Wealth Strategies first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2024 and held it in 1 quarter.
  • Higgins & Schmidt Wealth Strategies's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $202K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q4 2024.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q4 2024, filed 25 Mar 2025.