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

MONECO 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 Q3	$502K	Buy	20,869 +5,131	+33%	+$129K	0.03%	388
2026 Q2	$406K	Buy	15,738 +9	+0.1%	+$231	0.02%	405
2026 Q1	$400K	Buy	15,729 +10	+0.1%	+$259	0.03%	347
2025 Q4	$406K	Buy	15,719 +3,185	+25%	+$82.2K	0.03%	340
2025 Q3	$320K	Sell	12,534 -4,308	-26%	-$108K	0.03%	387
2025 Q2	$422K	Buy	+16,842	New	+$419K	0.04%	329
2024 Q4	–	Sell	-21,930	Closed	-$578K	–	469
2024 Q3	$578K	Buy	21,930 +13,698	+166%	+$359K	0.07%	230
2024 Q2	$213K	Buy	+8,232	New	+$213K	0.03%	395

Other funds holding BSSX

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

MONECO Advisors's BSSX Position: Q3 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 33% in Q3 2026, buying an estimated $129K and bringing the position to 20,869 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #388.

MONECO Advisors first reported a position in BSSX in Q2 2024 and has held it in 8 quarters since. The position peaked at $578K in Q3 2024. 29 funds tracked by Wall St. Rank hold BSSX as of Q3 2026.

MONECO Advisors held 20,869 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $502K as of Q3 2026.
MONECO Advisors bought 5,131 Invesco BulletShares 2033 Municipal Bond ETF shares in Q3 2026, an estimated $129K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.03% of MONECO Advisors's portfolio in Q3 2026, its #388 holding.
MONECO Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
MONECO Advisors's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $578K in Q3 2024.
29 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.