Osaic Holdings
BSSX icon

Osaic Holdings’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Osaic Holdings’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 		$660K Buy
25,951
+23,723
+1,065% +$615K ﹤0.01% 3094
2025
Q4 		$57.6K Hold
2,228
– – ﹤0.01% 5138
2025
Q3 		$55.7K Sell
2,228
-1,364
-38% -$34.2K ﹤0.01% 5236
2025
Q2 		$90K Buy
3,592
+686
+24% +$17.1K ﹤0.01% 4599
2025
Q1 		$73.6K Buy
2,906
+2,563
+747% +$65.9K ﹤0.01% 4412
2024
Q4 		$8.83K Hold
343
– – ﹤0.01% 5872
2024
Q3 		$9.04K Hold
343
– – ﹤0.01% 5882
2024
Q2 		$8.89K Hold
343
– – ﹤0.01% 5850
2024
Q1 		$9K Hold
343
– – ﹤0.01% 5805
2023
Q4 		$9.13K Buy
+343
New +$8.61K ﹤0.01% 5879

Other funds holding BSSX

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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