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 Q2	$3.92M	Sell	152,003 -3,914	-3%	-$101K	0.01%	979
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 $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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

EFP

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

Kestra Advisory Services's BSSX Position: Q2 2026 in Review

Kestra Advisory Services reduced its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 2.5% in Q2 2026, selling an estimated $101K and leaving 152,003 shares worth $3.92M. The position accounts for 0.01% of the portfolio, ranked #979.

Kestra Advisory Services first reported a position in BSSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.96M in Q1 2026. 67 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

Kestra Advisory Services held 152,003 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $3.92M as of Q2 2026.
Kestra Advisory Services sold 3,914 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $101K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #979 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Kestra Advisory Services's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $3.96M in Q1 2026.
67 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.