Morgan Stanley’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Morgan Stanley’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	$2.34M	Buy	90,685 +14,488	+19%	+$372K	﹤0.01%	4759
2026 Q1	$1.94M	Sell	76,197 -3,960	-5%	-$103K	﹤0.01%	4786
2025 Q4	$2.07M	Buy	80,157 +52,831	+193%	+$1.36M	﹤0.01%	4782
2025 Q3	$698K	Buy	27,326 +6,447	+31%	+$162K	﹤0.01%	5346
2025 Q2	$523K	Buy	20,879 +3,111	+18%	+$77.5K	﹤0.01%	5442
2025 Q1	$450K	Buy	17,768 +4,001	+29%	+$103K	﹤0.01%	5374
2024 Q4	$355K	Buy	13,767 +5,245	+62%	+$137K	﹤0.01%	5561
2024 Q3	$225K	Hold	8,522	–	–	﹤0.01%	5714
2024 Q2	$221K	Buy	8,522 +5,483	+180%	+$142K	﹤0.01%	5622
2024 Q1	$79.7K	Buy	+3,039	New	+$80.3K	﹤0.01%	6074

Other funds holding BSSX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley's BSSX Position: Q2 2026 in Review

Morgan Stanley increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 19% in Q2 2026, buying an estimated $372K and bringing the position to 90,685 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #4759.

Morgan Stanley 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.

Morgan Stanley held 90,685 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $2.34M as of Q2 2026.
Morgan Stanley bought 14,488 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $372K.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4759 holding.
Morgan Stanley 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 Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.