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 Q2	$7.52M	Buy	291,269 +27,818	+11%	+$714K	﹤0.01%	2415
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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

EFP

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

LPL Financial's BSSX Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 11% in Q2 2026, buying an estimated $714K and bringing the position to 291,269 shares worth $7.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

LPL Financial first reported a position in BSSX in Q1 2024 and has held it in 10 quarters since. 67 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

LPL Financial held 291,269 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $7.52M as of Q2 2026.
LPL Financial bought 27,818 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $714K.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2415 holding.
LPL Financial first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
67 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.