Legacy Private Trust
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
Q3 		$730K Sell
30,308
-82,128
-73% -$2.07M 0.04% 182
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 $468B AUM 17.69% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Legacy Private Trust's BSSX Position: Q3 2026 in Review

Legacy Private Trust reduced its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 73% in Q3 2026, selling an estimated $2.07M and leaving 30,308 shares worth $730K. The position accounts for 0.04% of the portfolio, ranked #182.

Legacy Private Trust first reported a position in BSSX in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.9M in Q2 2026. 37 funds tracked by Wall St. Rank hold BSSX as of Q3 2026.

  • Legacy Private Trust held 30,308 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $730K as of Q3 2026.
  • Legacy Private Trust sold 82,128 Invesco BulletShares 2033 Municipal Bond ETF shares in Q3 2026, an estimated $2.07M.
  • Invesco BulletShares 2033 Municipal Bond ETF made up 0.04% of Legacy Private Trust's portfolio in Q3 2026, its #182 holding.
  • Legacy Private Trust first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Legacy Private Trust's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $2.9M in Q2 2026.
  • 37 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.