Kestra Advisory Services’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Kestra Advisory Services’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 Q1	$3.96M	Buy	155,917 +7,441	+5%	+$193K	0.02%	917
2025 Q4	$3.84M	Buy	148,476 +12,651	+9%	+$326K	0.02%	884
2025 Q3	$3.47M	Buy	135,825 +12,375	+10%	+$310K	0.02%	873
2025 Q2	$3.09M	Buy	123,450 +532	+0.4%	+$13.3K	0.02%	854
2025 Q1	$3.11M	Buy	122,918 +9,983	+9%	+$257K	0.02%	782
2024 Q4	$2.91M	Buy	112,935 +18,555	+20%	+$483K	0.02%	812
2024 Q3	$2.49M	Buy	94,380 +42,226	+81%	+$1.11M	0.01%	854
2024 Q2	$1.35M	Buy	52,154 +34,910	+202%	+$903K	0.01%	1156
2024 Q1	$452K	Buy	+17,244	New	+$456K	﹤0.01%	1731

Other funds holding BSSX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

Kestra Advisory Services's BSSX Position: Q1 2026 in Review

Kestra Advisory Services increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 5% in Q1 2026, buying an estimated $193K and bringing the position to 155,917 shares worth $3.96M. The position accounts for 0.02% of the portfolio, ranked #917.

Kestra Advisory Services first reported a position in BSSX in Q1 2024 and has held it in 9 quarters since. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

Kestra Advisory Services held 155,917 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $3.96M as of Q1 2026.
Kestra Advisory Services bought 7,441 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $193K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #917 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.