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NorthAvenue LLC’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

NorthAvenue LLC’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 		$38.2K Hold
1,482
– – 0.03% 82
2026
Q1 		$37.7K Hold
1,482
– – 0.03% 72
2025
Q4 		$38.3K Buy
+1,482
New +$38.2K 0.03% 76

Other funds holding BSSX

LPL Financial
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 $5.97B AUM 5.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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 $1.83B AUM 13% 1-Year Est. Return

NorthAvenue LLC's BSSX Position: Q2 2026 in Review

NorthAvenue LLC held its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) position steady in Q2 2026 at 1,482 shares worth $38.2K. The position accounts for 0.03% of the portfolio, ranked #82.

NorthAvenue LLC first reported a position in BSSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.3K in Q4 2025. 66 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

  • NorthAvenue LLC held 1,482 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $38.2K as of Q2 2026.
  • NorthAvenue LLC left its Invesco BulletShares 2033 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2033 Municipal Bond ETF made up 0.03% of NorthAvenue LLC's portfolio in Q2 2026, its #82 holding.
  • NorthAvenue LLC first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • NorthAvenue LLC's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $38.3K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.