IWS
BSSX icon

Intentional Wealth Strategies’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Intentional 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
2026
Q2 		$238K Sell
9,238
-134
-1% -$3.44K 0.22% 60
2026
Q1 		$238K Buy
+9,372
New +$243K 0.22% 53

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
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 $103B AUM 28.65% 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
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Intentional Wealth Strategies's BSSX Position: Q2 2026 in Review

Intentional Wealth Strategies reduced its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 1.4% in Q2 2026, selling an estimated $3.44K and leaving 9,238 shares worth $238K. The position accounts for 0.22% of the portfolio, ranked #60.

Intentional Wealth Strategies first reported a position in BSSX in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

  • Intentional Wealth Strategies held 9,238 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $238K as of Q2 2026.
  • Intentional Wealth Strategies sold 134 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $3.44K.
  • Invesco BulletShares 2033 Municipal Bond ETF made up 0.22% of Intentional Wealth Strategies's portfolio in Q2 2026, its #60 holding.
  • Intentional Wealth Strategies first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.