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 Q2	$1.23M	Buy	47,579 +21,628	+83%	+$555K	﹤0.01%	2791
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

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

Osaic Holdings's BSSX Position: Q2 2026 in Review

Osaic Holdings increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 83% in Q2 2026, buying an estimated $555K and bringing the position to 47,579 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

Osaic Holdings first reported a position in BSSX in Q4 2023 and has held it in 11 quarters since. 66 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

Osaic Holdings held 47,579 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $1.23M as of Q2 2026.
Osaic Holdings bought 21,628 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $555K.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2791 holding.
Osaic Holdings first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
66 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.