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
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 $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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
HighTower Advisors
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

Lido Advisors's BSSX Position: Q1 2026 in Review

Lido Advisors increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 18% in Q1 2026, buying an estimated $202K and bringing the position to 50,600 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Lido Advisors first reported a position in BSSX in Q2 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

  • Lido Advisors held 50,600 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $1.29M as of Q1 2026.
  • Lido Advisors bought 7,800 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $202K.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #868 holding.
  • Lido Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.