Morgan Stanley
BSSX icon

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
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return