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 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 $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 $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 $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

Larson Financial Group's BSSX Position: Q1 2026 in Review

Larson Financial Group held its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) position steady in Q1 2026 at 4,922 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Larson Financial Group first reported a position in BSSX in Q1 2025 and has held it in 5 quarters since. The position peaked at $127K in Q4 2025. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

Larson Financial Group held 4,922 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $125K as of Q1 2026.
Larson Financial Group left its Invesco BulletShares 2033 Municipal Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #897 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
Larson Financial Group's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $127K in Q4 2025.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.