LPL Financial’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

LPL Financial’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	$6.7M	Sell	263,451 -23,511	-8%	-$609K	﹤0.01%	2380
2025 Q4	$7.42M	Buy	286,962 +10,803	+4%	+$279K	﹤0.01%	2195
2025 Q3	$7.05M	Buy	276,159 +35,037	+15%	+$879K	﹤0.01%	2192
2025 Q2	$6.04M	Sell	241,122 -21,858	-8%	-$544K	﹤0.01%	2161
2025 Q1	$6.66M	Buy	262,980 +116,003	+79%	+$2.98M	﹤0.01%	1911
2024 Q4	$3.79M	Buy	146,977 +26,911	+22%	+$701K	﹤0.01%	2299
2024 Q3	$3.16M	Buy	120,066 +52,036	+76%	+$1.36M	﹤0.01%	2331
2024 Q2	$1.76M	Buy	68,030 +6,574	+11%	+$170K	﹤0.01%	2715
2024 Q1	$1.61M	Buy	+61,456	New	+$1.62M	﹤0.01%	2732

Other funds holding BSSX

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 $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 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

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

LPL Financial's BSSX Position: Q1 2026 in Review

LPL Financial reduced its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 8.2% in Q1 2026, selling an estimated $609K and leaving 263,451 shares worth $6.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2380.

LPL Financial first reported a position in BSSX in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.42M in Q4 2025. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

LPL Financial held 263,451 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $6.7M as of Q1 2026.
LPL Financial sold 23,511 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $609K.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2380 holding.
LPL Financial first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
LPL Financial's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $7.42M in Q4 2025.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.