ORG Partners’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

ORG Partners’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
2025 Q4	$142K	Hold	5,500	–	–	0.03%	385
2025 Q3	$140K	Buy	+5,500	New	+$138K	0.03%	401

Other funds holding BSSX

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

ORG Partners's BSSX Position: Q4 2025 in Review

ORG Partners held its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) position steady in Q4 2025 at 5,500 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #385.

ORG Partners first reported a position in BSSX in Q3 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold BSSX as of Q4 2025.

ORG Partners held 5,500 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $142K as of Q4 2025.
ORG Partners left its Invesco BulletShares 2033 Municipal Bond ETF share count unchanged in Q4 2025.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.03% of ORG Partners's portfolio in Q4 2025, its #385 holding.
ORG Partners first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2025 and has held it in 2 quarters since.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.