JCM
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Jacobi Capital Management’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Jacobi Capital Management’s Portfolio BSSX Stock Details BSSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$283K Buy
11,298
+2,429
+27% +$60.9K 0.02% 514
2025
Q1 		$225K Sell
8,869
-1,199
-12% -$30.4K 0.02% 541
2024
Q4 		$259K Buy
10,068
+540
+6% +$13.9K 0.02% 500
2024
Q3 		$251K Buy
9,528
+1,245
+15% +$32.8K 0.02% 500
2024
Q2 		$215K Buy
+8,283
New +$215K 0.02% 493