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O'Shaughnessy Asset Management’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

O'Shaughnessy Asset Management’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 		$5.79K Sell
228
-26
-10% -$674 ﹤0.01% 2487
2025
Q4 		$6.57K Buy
254
+228
+877% +$5.88K ﹤0.01% 2456
2025
Q3 		$664 Buy
+26
New +$652 ﹤0.01% 2499

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 $20.1B AUM 24.77% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

O'Shaughnessy Asset Management's BSSX Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 10% in Q1 2026, selling an estimated $674 and leaving 228 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2487.

O'Shaughnessy Asset Management first reported a position in BSSX in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.57K in Q4 2025. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

  • O'Shaughnessy Asset Management held 228 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $5.79K as of Q1 2026.
  • O'Shaughnessy Asset Management sold 26 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $674.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2487 holding.
  • O'Shaughnessy Asset Management first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • O'Shaughnessy Asset Management's Invesco BulletShares 2033 Municipal Bond ETF position peaked at $6.57K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.