Larson Financial Group’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Larson Financial Group’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	$118K	Hold	4,922	–	–	﹤0.01%	1166
2026 Q2	$127K	Hold	4,922	–	–	﹤0.01%	1059
2026 Q1	$125K	Hold	4,922	–	–	﹤0.01%	897
2025 Q4	$127K	Hold	4,922	–	–	﹤0.01%	847
2025 Q3	$126K	Hold	4,922	–	–	﹤0.01%	829
2025 Q2	$123K	Hold	4,922	–	–	﹤0.01%	787
2025 Q1	$125K	Buy	+4,922	New	+$126K	0.01%	742

Other funds holding BSSX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

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

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

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Larson Financial Group's BSSX Position: Q3 2026 in Review

Larson Financial Group held its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) position steady in Q3 2026 at 4,922 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Larson Financial Group first reported a position in BSSX in Q1 2025 and has held it in 7 quarters since. The position peaked at $127K in Q4 2025. 31 funds tracked by Wall St. Rank hold BSSX as of Q3 2026.

Larson Financial Group held 4,922 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $118K as of Q3 2026.
Larson Financial Group left its Invesco BulletShares 2033 Municipal Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1166 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
Larson Financial Group's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $127K in Q4 2025.
31 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.