Key Financial Inc’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Key Financial Inc’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	$1.05M	Buy	41,385 +6,885	+20%	+$178K	0.19%	102
2025 Q4	$892K	Hold	34,500	–	–	0.16%	111
2025 Q3	$882K	Hold	34,500	–	–	0.16%	114
2025 Q2	$865K	Hold	34,500	–	–	0.17%	111
2025 Q1	$874K	Hold	34,500	–	–	0.19%	98
2024 Q4	$889K	Buy	34,500 +11,550	+50%	+$301K	0.2%	95
2024 Q3	$605K	Buy	22,950 +3,600	+19%	+$94.3K	0.13%	140
2024 Q2	$502K	Buy	+19,350	New	+$501K	0.12%	143

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Key Financial Inc's BSSX Position: Q1 2026 in Review

Key Financial Inc increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 20% in Q1 2026, buying an estimated $178K and bringing the position to 41,385 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #102.

Key Financial Inc first reported a position in BSSX in Q2 2024 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

Key Financial Inc held 41,385 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $1.05M as of Q1 2026.
Key Financial Inc bought 6,885 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $178K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.19% of Key Financial Inc's portfolio in Q1 2026, its #102 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.