IFP Advisors’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

IFP Advisors’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 Q3	$385K	Buy	16,000 +8,000	+100%	+$201K	0.01%	1194
2026 Q2	$206K	Hold	8,000	–	–	﹤0.01%	1498
2026 Q1	$203K	Hold	8,000	–	–	﹤0.01%	1394
2025 Q4	$207K	Hold	8,000	–	–	﹤0.01%	1356
2025 Q3	$204K	Buy	+8,000	New	+$201K	0.01%	1277
2025 Q2	–	Sell	-19,320	Closed	-$489K	–	4930
2025 Q1	$489K	Hold	19,320	–	–	0.02%	777
2024 Q4	$498K	Hold	19,320	–	–	0.02%	739
2024 Q3	$509K	Hold	19,320	–	–	0.02%	697
2024 Q2	$501K	Buy	+19,320	New	+$500K	0.02%	657

Other funds holding BSSX

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Tassel Capital Management Matthews, North Carolina $202M AUM 9.17% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Virtue Asset Management Barrington, Illinois $147M AUM 20.5% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

IFP Advisors's BSSX Position: Q3 2026 in Review

IFP Advisors increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 100% in Q3 2026, buying an estimated $201K and bringing the position to 16,000 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #1194.

IFP Advisors first reported a position in BSSX in Q2 2024 and has held it in 9 quarters since. The position peaked at $509K in Q3 2024. 13 funds tracked by Wall St. Rank hold BSSX as of Q3 2026.

IFP Advisors held 16,000 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $385K as of Q3 2026.
IFP Advisors bought 8,000 Invesco BulletShares 2033 Municipal Bond ETF shares in Q3 2026, an estimated $201K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1194 holding.
IFP Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
IFP Advisors's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $509K in Q3 2024.
13 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.