MB, Levis & Associates’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

MB, Levis & Associates’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
2025 Q3	–	Sell	-53,751	Closed	-$1.35M	–	258
2025 Q2	$1.35M	Buy	53,751 +3,794	+8%	+$94.5K	0.59%	30
2025 Q1	$1.26M	Buy	49,957 +2,839	+6%	+$73K	0.59%	31
2024 Q4	$1.21M	Buy	47,118 +1,720	+4%	+$44.8K	0.61%	31
2024 Q3	$1.2M	Buy	45,398 +4,007	+10%	+$105K	0.59%	30
2024 Q2	$1.07M	Buy	41,391 +14,309	+53%	+$370K	0.56%	34
2024 Q1	$711K	Buy	27,082 +2,389	+10%	+$63.1K	0.38%	39
2023 Q4	$658K	Buy	+24,693	New	+$620K	0.38%	38

Other funds holding BSSX

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EFP

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MB, Levis & Associates's BSSX Position: Q3 2025 in Review

MB, Levis & Associates sold out of Invesco BulletShares 2033 Municipal Bond ETF (BSSX) in Q3 2025, closing a stake of 53,751 shares — an estimated $1.35M sold.

MB, Levis & Associates first reported a position in BSSX in Q4 2023 and held it in 7 quarters. The position peaked at $1.35M in Q2 2025. 59 funds tracked by Wall St. Rank hold BSSX as of Q3 2025.

MB, Levis & Associates reported no remaining Invesco BulletShares 2033 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
MB, Levis & Associates sold 53,751 Invesco BulletShares 2033 Municipal Bond ETF shares in Q3 2025, an estimated $1.35M.
MB, Levis & Associates first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2023 and held it in 7 quarters.
MB, Levis & Associates's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $1.35M in Q2 2025.
59 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.