Lido Advisors
BSSX icon

Lido Advisors’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Lido Advisors’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 		$1.31M Hold
50,600
– – ﹤0.01% 969
2026
Q1 		$1.29M Buy
50,600
+7,800
+18% +$202K ﹤0.01% 868
2025
Q4 		$1.11M Buy
42,800
+27,300
+176% +$704K ﹤0.01% 966
2025
Q3 		$396K Buy
15,500
+6,000
+63% +$151K ﹤0.01% 1337
2025
Q2 		$238K Buy
+9,500
New +$237K ﹤0.01% 1443

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
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Lido Advisors's BSSX Position: Q2 2026 in Review

Lido Advisors held its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) position steady in Q2 2026 at 50,600 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Lido Advisors first reported a position in BSSX in Q2 2025 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

  • Lido Advisors held 50,600 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $1.31M as of Q2 2026.
  • Lido Advisors left its Invesco BulletShares 2033 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #969 holding.
  • Lido Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 67 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.