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Integrated Wealth Concepts’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Integrated Wealth Concepts’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 		$238K Buy
+9,205
New +$236K ﹤0.01% 2230

Other funds holding BSSX

LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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

Integrated Wealth Concepts's BSSX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q2 2026: 9,205 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #2230 among its holdings.

67 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

  • Integrated Wealth Concepts held 9,205 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $238K as of Q2 2026.
  • Invesco BulletShares 2033 Municipal Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2230 holding.
  • 67 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.