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

Precedent Wealth 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
2026 Q3	$4.48M	Buy	185,987 +29,977	+19%	+$755K	0.69%	45
2026 Q2	$4.03M	Buy	156,010 +11,268	+8%	+$289K	0.67%	47
2026 Q1	$3.68M	Buy	144,742 +9,700	+7%	+$251K	0.74%	36
2025 Q4	$3.49M	Buy	135,042 +79,416	+143%	+$2.05M	0.73%	38
2025 Q3	$1.42M	Buy	55,626 +24,094	+76%	+$604K	0.31%	90
2025 Q2	$791K	Buy	31,532 +17,487	+125%	+$436K	0.19%	114
2025 Q1	$356K	Buy	+14,045	New	+$361K	0.1%	133

Other funds holding BSSX

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Tassel Capital Management Matthews, North Carolina $202M AUM 9.17% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Virtue Asset Management Barrington, Illinois $147M AUM 20.5% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Precedent Wealth Partners's BSSX Position: Q3 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 19% in Q3 2026, buying an estimated $755K and bringing the position to 185,987 shares worth $4.48M. The position accounts for 0.69% of the portfolio, ranked #45.

Precedent Wealth Partners first reported a position in BSSX in Q1 2025 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold BSSX as of Q3 2026.

Precedent Wealth Partners held 185,987 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $4.48M as of Q3 2026.
Precedent Wealth Partners bought 29,977 Invesco BulletShares 2033 Municipal Bond ETF shares in Q3 2026, an estimated $755K.
Invesco BulletShares 2033 Municipal Bond ETF made up 0.69% of Precedent Wealth Partners's portfolio in Q3 2026, its #45 holding.
Precedent Wealth Partners first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
13 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.