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 Q3	$1.17M	Buy	48,784 +2,975	+6%	+$74.9K	0.19%	93
2026 Q2	$1.18M	Buy	45,809 +4,424	+11%	+$114K	0.19%	101
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 $468B AUM 17.69% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Elequin Capital New York $1.47B AUM 5.26% 1-Year Est. Return

Key Financial Inc's BSSX Position: Q3 2026 in Review

Key Financial Inc increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 6.5% in Q3 2026, buying an estimated $74.9K and bringing the position to 48,784 shares worth $1.17M. The position accounts for 0.19% of the portfolio, ranked #93.

Key Financial Inc first reported a position in BSSX in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.18M in Q2 2026. 55 funds tracked by Wall St. Rank hold BSSX as of Q3 2026.

Key Financial Inc held 48,784 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $1.17M as of Q3 2026.
Key Financial Inc bought 2,975 Invesco BulletShares 2033 Municipal Bond ETF shares in Q3 2026, an estimated $74.9K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.19% of Key Financial Inc's portfolio in Q3 2026, its #93 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q2 2024 and has held it in 10 quarters since.
Key Financial Inc's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $1.18M in Q2 2026.
55 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.