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 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

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

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

MONECO Advisors's BSSX Position: Q1 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 0.06% in Q1 2026, buying an estimated $259 and bringing the position to 15,729 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #347.

MONECO Advisors first reported a position in BSSX in Q2 2024 and has held it in 6 quarters since. The position peaked at $578K in Q3 2024. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

MONECO Advisors held 15,729 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $400K as of Q1 2026.
MONECO Advisors bought 10 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $259.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.03% of MONECO Advisors's portfolio in Q1 2026, its #347 holding.
MONECO Advisors first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q2 2024 and has held it in 6 quarters since.
MONECO Advisors's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $578K in Q3 2024.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.