LPT
BSSX icon

Legacy Private Trust’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Legacy Private Trust’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
Q2 		$2.9M Buy
112,436
+48,587
+76% +$1.25M 0.16% 103
2026
Q1 		$1.62M Buy
63,849
+38,389
+151% +$995K 0.1% 134
2025
Q4 		$658K Buy
+25,460
New +$657K 0.04% 183

Other funds holding BSSX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Legacy Private Trust's BSSX Position: Q2 2026 in Review

Legacy Private Trust increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 76% in Q2 2026, buying an estimated $1.25M and bringing the position to 112,436 shares worth $2.9M. The position accounts for 0.16% of the portfolio, ranked #103.

Legacy Private Trust first reported a position in BSSX in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

  • Legacy Private Trust held 112,436 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $2.9M as of Q2 2026.
  • Legacy Private Trust bought 48,587 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $1.25M.
  • Invesco BulletShares 2033 Municipal Bond ETF made up 0.16% of Legacy Private Trust's portfolio in Q2 2026, its #103 holding.
  • Legacy Private Trust first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.