Koss-Olinger Consulting’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Koss-Olinger Consulting’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	–	Sell	-21,373	Closed	-$553K	–	267
2025 Q4	$553K	Hold	21,373	–	–	0.04%	153
2025 Q3	$536K	Hold	21,373	–	–	0.04%	192
2025 Q2	$536K	Buy	+21,373	New	+$532K	0.04%	193

Other funds holding BSSX

LPL Financial San Diego, California $445B AUM 25.58% 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 $5.99B AUM 23.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

SFA

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Koss-Olinger Consulting's BSSX Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q1 2026, closing a stake of 21,373 shares — an estimated $553K sold.

Koss-Olinger Consulting first reported a position in BSSX in Q2 2025 and held it in 3 quarters. The position peaked at $553K in Q4 2025. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

Koss-Olinger Consulting reported no remaining Invesco BulletShares 2033 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 21,373 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $553K.
Koss-Olinger Consulting first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q2 2025 and held it in 3 quarters.
Koss-Olinger Consulting's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $553K in Q4 2025.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.